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Specification Management SAP EH&S Release 2.7B

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EHS - Specification Management

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Page 1: EHS - Specification Management

Specification Management

S AP EH&S Re lease 2 .7B

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SAP Online Help 10/07/2001

Specification Management 2.7B 2

Copyright

© Copyright 2001 SAP AG. All rights reserved.

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Icons

Icon Meaning

Caution

Example

Note

Recommendation

Syntax

Tip

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Specification Management ..................................................................................................................... 8

Specification........................................................................................................................................ 8

Specification Category .................................................................................................................... 9

Specification Type......................................................................................................................... 11

Specification Editing.......................................................................................................................... 12

Example: Editing Substance Data................................................................................................. 14

Function Model for Specification Management............................................................................. 15

Specification Search...................................................................................................................... 16

Searching Manually for Specifications....................................................................................... 18

Extending, Refining, or Reducing Search Results .................................................................... 20

Setting a Different Specification Category................................................................................. 21

Creating Specifications.............................................................................................................. 21

Displaying the Search History ................................................................................................... 22

Query Management....................................................................................................................... 23

Query ......................................................................................................................................... 24

Query Step................................................................................................................................. 24

Group Overview......................................................................................................................... 25

Creating a Specification Search Directly as a Query ................................................................ 26

Editing the Query Header .......................................................................................................... 27

Creating and Editing Queries .................................................................................................... 27

Creating Query Steps ............................................................................................................ 29

Editing Query Steps ............................................................................................................... 29

Editing the Query Step Header .............................................................................................. 30

Copying or Moving Query Steps ............................................................................................ 30

Deleting Query Steps............................................................................................................. 31

Inserting a Copy of a Query in Another Query....................................................................... 31

Inserting a Reference to Another Query ................................................................................ 32

Copying or Moving Queries ....................................................................................................... 33

Deleting Queries ........................................................................................................................ 34

Executing Queries ..................................................................................................................... 34

Specification Management Hit List................................................................................................ 36

Editing Specifications ................................................................................................................ 38

Editing the Specification Header Data....................................................................................... 39

Restrictions ................................................................................................................................ 40

Copying Specification Data ....................................................................................................... 41

Deleting Specifications .............................................................................................................. 42

Set of Hits Management................................................................................................................ 43

Editing the Set of Hits Header ................................................................................................... 44

Reducing Sets of Hits Manually................................................................................................. 44

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Loading Sets of Hits................................................................................................................... 45

Creating Sets of Hits.................................................................................................................. 45

Unifying, Forming the Intersection of, or Reducing Sets of Hits................................................ 46

Copying or Moving Sets of Hits ................................................................................................. 47

Deleting Sets of Hits .................................................................................................................. 48

Drilldown Reporting Job ................................................................................................................ 49

Executing Drilldown Reporting Jobs.......................................................................................... 49

Engineering Change Management for Specifications................................................................... 51

Example: Engineering Change Management............................................................................ 52

Creation of Change Documents for Specifications ....................................................................... 53

Specification Status....................................................................................................................... 54

Change Not Permitted ............................................................................................................... 56

Generation Not Permitted.......................................................................................................... 58

Editing Specification Statuses ................................................................................................... 60

Reference...................................................................................................................................... 62

Inheritance..................................................................................................................................... 64

Effects of Changes to the Source Specification Data................................................................ 71

Creating Inheritance Relationships Between Specifications ..................................................... 72

Approving Inheritance Requests ............................................................................................... 74

Deactivating and Activating Inheritance Relationships.............................................................. 75

Deleting Inheritance Relationships ............................................................................................ 76

Inheritance Template..................................................................................................................... 77

Editing Inheritance Templates ................................................................................................... 78

Where-Used List for Specifications ............................................................................................... 82

Determining Usage as Components.......................................................................................... 82

Determining Usage in Transport Classifications ....................................................................... 84

Determining Usage as References............................................................................................ 85

Identification .................................................................................................................................. 86

Editing Identifiers ....................................................................................................................... 87

Example: Editing Identifiers ................................................................................................... 87

Regulatory List .............................................................................................................................. 88

Assigning Regulatory Lists ........................................................................................................ 88

Material Assignment...................................................................................................................... 89

Assigning Materials.................................................................................................................... 90

Value Assignment ......................................................................................................................... 91

Value Assignment Types and Characteristics Setup ................................................................ 93

Creating Characteristic Fields in EH&S ................................................................................. 94

Value Assignment Category Property ....................................................................................... 96

Value Assignment Category Composition................................................................................. 96

Value Assignment Category Listing........................................................................................... 97

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Example: Value Assignment Types........................................................................................... 97

Using the Property Tree ............................................................................................................ 98

Editing Value Assignments...................................................................................................... 100

Editing Characteristic Values................................................................................................... 101

Phrase Search in Characteristic Fields................................................................................ 102

Input Help Editing................................................................................................................. 102

Conversion of Units of Measurement................................................................................... 103

Assessment ............................................................................................................................. 104

Editing Assessments............................................................................................................ 104

Sources.................................................................................................................................... 105

Assigning Sources ............................................................................................................... 105

User-Defined Texts and Documents ....................................................................................... 106

Editing User-Defined Texts .................................................................................................. 108

Assigning Documents .......................................................................................................... 108

Compositions and Listings....................................................................................................... 109

Editing Compositions and Listings ....................................................................................... 110

Standard Component Type.................................................................................................. 111

Usage .......................................................................................................................................... 112

Editing Usages......................................................................................................................... 113

Relevancy Indicator ................................................................................................................. 114

Usage Profile ........................................................................................................................... 114

Secondary Data Determination ................................................................................................... 115

EH&S Expert............................................................................................................................ 116

How the EH&S Expert Works .............................................................................................. 116

Set of Rules.......................................................................................................................... 118

Fact................................................................................................................................... 119

Rule .................................................................................................................................. 121

Composition...................................................................................................................... 123

Record .............................................................................................................................. 125

When Is a Rule Executed?............................................................................................... 127

Control of the Rule Execution Process ............................................................................ 129

Operators, Commands, and Functions ............................................................................ 131

Mapping Table ..................................................................................................................... 136

Fact Mapping.................................................................................................................... 137

Record Mapping ............................................................................................................... 145

Composition Mapping....................................................................................................... 147

Phrase Mapping ............................................................................................................... 148

Data Selection by Usage.................................................................................................. 148

Using the Rule Editor ........................................................................................................... 152

Editing Rules .................................................................................................................... 153

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Editing Mapping Tables.................................................................................................... 154

Example: Definition of a Simple Set of Rules................................................................... 155

Example: Definition of a Set of Rules with Records......................................................... 156

Determining Secondary Data with the EH&S Expert ........................................................... 157

Rule Debugger ..................................................................................................................... 159

Starting the Rule Debugger.............................................................................................. 161

Step Functions in the Rule Debugger .............................................................................. 161

Breakpoints in the Rule Debugger ................................................................................... 163

Watch Functions in the Rule Debugger ........................................................................... 164

How Compositions Are Displayed in the Rule Debugger................................................. 165

Subsets of Rules .................................................................................................................. 166

EH&S Easy Expert ............................................................................................................... 168

Creating Sets of Rules with EH&S Easy Expert............................................................... 168

Operators for EH&S Easy Expert Sets of Rules........................................................... 170

Sample Set of Rules for EH&S Easy Expert ................................................................ 171

Executing EH&S Easy Expert Sets of Rules.................................................................... 172

Saving EH&S Easy Expert Sets of Rules......................................................................... 173

Loading EH&S Easy Expert Sets of Rules....................................................................... 173

Notification Status.................................................................................................................... 174

Notification Status Values .................................................................................................... 176

Determination of Notification Status for Compositions ........................................................ 177

Example: Determination of Listed Substances ................................................................ 178

Example: Derivation of List and Component Notification................................................. 179

Determining the Notification Status...................................................................................... 180

Checking the Notification Status .......................................................................................... 181

Source Management ................................................................................................................... 183

Editing Sources........................................................................................................................ 183

Regulatory List Management ...................................................................................................... 184

Editing Regulatory Lists........................................................................................................... 184

Data Origin .................................................................................................................................. 185

Data Provider .............................................................................................................................. 185

Example: Data Provider and Data Origin ................................................................................ 186

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Specification ManagementPurposeWith this SAP component you create specifications [Page 8] for substances and other EH&S objects(agents, dangerous goods classifications, waste codes, packagings) and assign characteristics tothese objects using identifiers, for example. For each specification you enter structured data and textinformation in the form of phrases. You can find information about R and S phrases, material safetydata sheet requirements, or physical attributes. The SAP System offers you a selection of typicalvalue assignment types using a property tree. If required, you can use Customizing for Product Safetyto define your own property trees and value assignment types.

See also: Editing Substance Data: An Example [Page 14]

The SAP specification management component uses interfaces to external systems to enable you todetermine secondary values from existing values. You can then transfer this secondary data and useit to assign values to specifications (see Secondary Data Determination [Page 115]).

IntegrationYou can assign any number of materials to a specification, thus creating a link to other logisticprocesses. Currently, automatic report shipping [External] for the specifications of substancesrequiring a material safety data sheet is carried out from within Delivery.

The SAP System supports the import and export of specification data in productive systems. Whenexporting specifications, you can convert phrases in the active phrase library to phrases for the exportlibrary. Similarly, when importing specifications, you can convert phrases in the import library tophrases for the active phrase library (see Interfaces [External]).

You use engineering change management and change documents to assign specification changes tovalidity periods, and to log changes.

SpecificationDefinitionDescription that uses identifiers and value assignments such as physical and chemical properties,medical advice, and details on transport and storage.

UseThe specification is the central data object for mapping substances, agents, packagings, waste codes,and dangerous goods classifications in the SAP component SAP Environment, Health and Safety(SAP EH&S).

StructureEach specification belongs to a specification category [Page 9]. Specifications of a specificationcategory are further divided into specification types [Page 11]. The specification categories arepredefined; you cannot change them. You specify the specification types in Customizing for ProductSafety.

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Specification Category Possible Specification Types

Substance Real substance, listed substance

Agent Noise, dust, real substance

Packaging Box, barrel, bottle

Waste code Waste code

Dangerous goods classification Specification types according to the regulationfamilies

Each specification can be described in the identification [Page 86] by a number of identifiers in theform of numbers, names, or chemical formulas.

A specification can pass on data to one or more other specifications by reference [Page 62] orinheritance [Page 64].

IntegrationAuthorization groupings divide specifications into to user groups that are authorized to work withthese specifications.

Specifications are assigned values in value assignment [Page 91] using the value assignment typesof various value assignment categories (such as Property, Composition, and Listing).

From the point of view of logistics, one or more materials can be assigned to a specification,depending on the specification type (see Material Assignment [Page 89]). This means you can use aspecification as often as you wish.

ExampleSee Example: Editing Substance Data [Page 14]

Specification CategoryDefinitionYou use this object to categorize specifications according to their use and significance in companies.

UseEach specification belongs to exactly one specification category and one specification type [Page 11].Specification categories are divided into specification types. The following specification categoriescurrently exist in the SAP Environment, Health and Safety component:

• Substance

• Agent

• Packaging

• Waste code

• Dangerous goods classification

The initial transaction controls which specification category specification management is opened for.If, for example, you access specification management from Industrial Hygiene and Safety, thespecification category Agent is set automatically as the default. In the initial screens for editing anddisplaying specifications you can set a different specification category [Page 21].

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IntegrationIn the following IMG activities you define dependencies for specification categories (for moreinformation, see the respective IMG activities):

• Specify Specification Types

You must assign at least one specification category to each specification type. Thespecification type is then only available for specifications of the given specification categories.

• Check Identification Types

You must assign at least one specification category to each combination of identificationcategory and identification type. The combination of identification category and identificationtype is then only available for specifications of the given specification categories.

• Check Identification Listing

You can assign a specification category to an identification listing and thus control the displayof identifiers in the hit list depending on the specification category, for example. If you haveassigned a specification category, this identification listing has the highest priority.

• Manage User Exits

You can assign a specification category to a user exit. The user exit is then only available forspecifications of the specification category (for example, user exits for secondary datadetermination).

• Specify Component Types for Compositions

You must assign at least one specification category to each component type. The componenttype is then only available for specifications of the given specification categories.

• Specify Regulatory Lists

You must assign at least one specification category to each regulatory list. The regulatory listis then only available for specifications of the given specification categories.

• Specify Groups

You can assign a specification category to a group. The group is then available as a node inthe group tree depending on the specification category set.

• Specify Authorization Groups

You must assign at least one specification category to each authorization group. Theauthorization group is then only available for specifications of the given specificationcategories.

• Specify User-Defined Text Types

You must assign at least one specification category to each user-defined text type. The user-defined text type is then only available for specifications of the given specification categories.

• Specify Sources

You must assign at least one specification category to each source. The source is then onlyavailable for specifications of the given specification categories.

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Specification TypeDefinitionYou use this object to categorize specifications according to their use and significance in companiesin more detail.

UseEach specification belongs to exactly one specification category [Page 9] and one specification type.Specification categories are divided into specification types. This means that by its assignment to aspecification type, a specification of a specification category is assigned its exact role in an enterprise.

You assign a specification type to a specification when you create it. You define the specificationtypes in the IMG activity Specify Specification Types in Customizing for Product Safety. For eachspecification type you then specify the following:

• You assign the specification type to one or more specification categories.

• You specify whether materials can be assigned to the specifications of the specification type.

• You specify which specification types a specification must belong to if it is to be used as a sourcespecification in a reference or inheritance relationship with a specification of the specification type.

• You specify which number range group the specification type is assigned to. In addition, you canspecify a check function that checks whether the syntax of the assigned specification key iscorrect.

ExampleThe following specification types are supplied with the standard system for the specification categorySubstance:

• Real substance

A real substance is one that is physically present in a company.

In the standard system, you can assign one or more materials to the real substance. You canassign values to the value assignment types of a real substance, or transfer values from listedsubstances using references or inheritance.

• Real substance group

Real substance groups are used to represent families of real substances with the sameproperties.

• Listed substance

A listed substance is a substance whose properties are described in laws and scientificliterature.

Unlike real substances, listed substances are not produced, traded, or used. You can use alisted substance as a “properties model” for a real substance by assigning the listedsubstance as the source specification in a reference or inheritance relationship.

• Listed substance group

Listed substance groups are used to represent families of listed substances with the sameproperties.

• Copy template

Copy templates contain predefined value assignments. You can use them to create newspecifications for substances.

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Specification EditingPurposeSee Specification Management [External].

Prerequisites• To use specifications in the SAP System, you can create them or import [External] them. To

assign values to specifications you must also have manually created or imported phrases andsources (see Phrase Editing [External] and Source Management [Page 183]).

• You must have created materials in the material master to which you want to assignspecifications.

• You must have the authorization to edit and display specifications.

Process FlowSee also: Function Model for Specification Management [Page 15].

1. You can carry out the following activities in the initial specification management screens:

– You can enter different search criteria and start a specification search [Page 16]. If therequired specification does not exist in the SAP System, you can create it.

The SAP System enables you to define further search functions as user exits inCustomizing for Product Safety.

– You can start the specification search by executing a query [Page 34] (see QueryManagement [Page 23]).

– You can load a set of hits [Page 45] (see Set of Hits Management [Page 43]).

– You can create a specification [Page 21].

If you edit or create specifications with engineering change management [Page 51], you mustenter a change number on the initial screen.

2. The results of the search are displayed in a hit list [Page 36]. In the hit list, you then edit [Page 38]the specifications and create new ones. For example, you can use the where-used list [Page 82]to display the specifications that contain specifications in the hit list or use them as references.You can save [Page 45] the set of hits shown in the hit list and load it again as required.

3. Regardless of whether you create a specification on the initial screen or from the hit list, you firstenter the header data for the specification [Page 39]. This includes entering the specification type[Page 11].

You can copy [Page 41] an existing specification as a template. You can copy specificationdata from another specification to an existing specification.

4. You use identifiers to create a unique description of a specification (see Identification [Page 86]).

You can assign a regulatory list [Page 88] to each identifier, which you edit in Regulatory ListManagement [Page 184]. Also, you can assign a usage [Page 112] for each identifier andthus control which rating and validity area the identifier is permitted for (see Editing Usages[Page 113]).

5. You can enter reference specifications (references [Page 62]) depending on the specificationtype. A reference transfers its value assignments to the referencing specification. If required, youcan overwrite these values. You can also pass on data from a source specification to targetspecifications using inheritance [Page 64]. The inheritance template [Page 77] controls whichdata is passed on.

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6. In the SAP EH&S Product Safety component, you can assign several materials [Page 90] to aspecification, depending on the specification type (see Material Assignment [Page 89]).

7. Finally in the header data of the specification, you can specify the specification status [Page 54]and any restrictions [Page 40] for editing of the header data.

8. The property tree [Page 98] offers a stuctured display of all the value assignment types that youcan edit in the value assignment [Page 100] (see Value Assignment [Page 91]).

Within the property tree, you can copy data records for value assignment types from onespecification to another.

9. You store data and information on specifications as characteristic values in value assignment(see Editing Characteristic Values [Page 101]).

For all value assignment types you have the option of updating the assessment [Page 104](see Editing Assessments [Page 104]), specifying a source [Page 105] (see AssigningSources [Page 105] and Source Management [Page 183]), entering any number of user-defined texts and documents [Page 106] (see Editing User-Defined Texts [Page 108]), andusing the usage [Page 112] to control which rating and validity area the value assignment ispermitted for (see Editing Usages [Page 113]).

For specifications that comprise a number of components, you can also specify compositionsand listings [Page 109] in the appropriate value assignment types (see Editing Compositionsand Listings [Page 110]).

Result• From within the hit list, you can

– Start the export for specifications (see Export: Process [External])

– Create report body requests for specifications (see Report Editing [External])

• In the specification information system you call specific specification management data. Anumber of output variants are available for display purposes (see Search and Data Output in theSpecification Information System [External]).

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Example: Editing Substance DataTo create the substance 2-Propanone, you must enter the necessary substance data in the system.To do this, you first create a specification of the specification category Substance. You either definethe specification key yourself (for example, LM_01) or let the SAP System assign a key.

As the substance is handled in companies and data must be accessible to all, assign the specificationtype Real substance and the authorization group ALL to the specification.

Then characterize the substance by entering the following identifiers for the specification:

• Trade name: Acetone

• Structural formula: CH3COCH3

• CAS number: 67-64-1

In Customizing for Product Safety, the setting is made to allow materials to be assigned to realsubstances. The material with the key 500000 (acetone p.a. in 2 liter bottles) is assigned to thespecification of the substance 2 Propanone correspondingly.

In value assignment you enter data for the following value assignment types, for example:

• In Physical-chemical properties:

– Boiling point: 56°C

– Melting point: -95°C

• In Regulations without transport:

– Labeling: Highly flammable

– MSDS requirement: MSDS shipping required

(See also: Automatic Report Shipping [External])

As the data is to be accessible to all and valid for the whole world, the following usage is assigned tothe identifiers and all four value assignment types:

• Rating: PUBLIC (Released w/o restrictions)

As the values are to be output on a report, an active indicator is set for each rating.

• Validity area: REG_WORLD (World)

The report generation variant links the usage with a report template that you defined inreport generation in Product Safety.

When a report is generated (such as a material safety data sheet, for example), only thesymbols on the report template are expanded that are released for the recipient and forwhich the active indicator has been set.

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Function Model for Specification ManagementThe search result of a search for specifications is shown in a hit list [Page 36] from which you can callspecification management functions:

• Specification header data with reference assignment and inheritance

• Identifier assignment and assignment to regulatory lists

• Property tree for navigation into value assignment

• Material assignment

You can use the Create function on both the initial screen and the hit list.

Function Model for Specification Management

SpecificationSpecification

Edit/displayEdit/Edit/

displaydisplay

Search

Selection or Create

Edit

Materialassignment

MaterialMaterialassignmentassignment

Referenceand inheritance

ReferenceReferenceand inheritanceand inheritance

Regulatorylist

RegulatoryRegulatorylistlist

Componentoverview

ComponentComponentoverviewoverview AssessmentAssessmentAssessment SourceSourceSource

Valueassignment type

ValueValueassignment typeassignment type

UsageUsageUsage User-definedtext

User-definedUser-definedtexttext

Headerdata

HeaderHeaderdatadata IdentifiersIdentifiersIdentifiers

Hit listHit listHit list CreateCreateCreate

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Specification SearchUseThis function enables you to search for specifications in the specification database. From the initialscreens of specification editing and the specification information system, you can do the following:

• Use the search functions in the initial screens to define criteria with which specifications are to beselected.

• Start the specification search by executing a query [Page 24].

IntegrationThe results of the search are displayed in a hit list where you can extend, refine, or reduce [Page 20]the search results and save them as sets of hits [External]. From the hit list, you can also display thesearch history [Page 22].

See also:Specification Management Hit List [Page 36]

Specification Information System Hit List [External]

Basic Functions in the Hit List [External]

FeaturesAll search criteria in the initial screens of specification management and the specification informationsystem are linked by AND operations. This includes searches using:

• Identifiers (trade name, CAS number, structure formula, for example)

• Regulatory lists

• Material and material short text

• From date/To date

The system finds specifications that fulfill certain selection conditions on at least one daywithin the given period. The days can be different for different selection conditions. In thiscase, the key date is the day for which the data is displayed.

If you also want to display the data that was valid on an earlier date, you must change thekey date, which is set to the current date by default, and enter the earlier date.

• Status

The system determines specifications whose data has a certain status (see SpecificationStatus [Page 54]).

• Usage

The system finds specifications that contain the given ratings and validity areas for certainvalue assignment types. Searching for specifications via usage only influences the searchresult if the system determines hits using value assignments. This means that it only makessense for specifications of the specification category Substance, for example, if you use ittogether with the search functions Substance with values assigned, Substance containscomponents, or Substance with phrases assigned.

When searching via usage, the system performs a rigorous check. This means the ratingsand validity areas of the value assignment must be identical to the ones you entered or mustinclude them.

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In Customizing for Product Safety you can specify a function module in the IMG activity SpecifyEnvironment Parameters in the environment parameter QRY_CHECK_FUNC that checks the searchcriteria in the search for specifications. You can ensure, for example, that zeros are always added tospecification keys that are entered.

Enhanced Search FunctionsEnhanced search functions are delivered in the standard system that you can check in the IMGactivity Manage User Exits in Customizing for Product Safety. Call the documentation of thecorresponding standard function module to define your own search functions. Write the new functionmodule to correspond with the reference module and its interface.

The following enhanced search functions are available in the standard system for the specificationcategory Substance:

Search Function Result

Substance with headerdata

The system finds specifications that fulfill the specified search criteria in theheader data. This includes:

• Specification details (key, specification type, and so on)

• Administration data (name of the person who created the data, name ofperson who last changed the data, data origin, data provider, and soon)

Substance with valuesassigned

The system finds specifications that have certain characteristic values forcertain value assignment types.

You use this function to select the required value assignment type in theProperty Tree dialog box.

The SAP System lists the corresponding characteristics for which you canenter the values you require.

You can set up the search to be exclusive or inclusive for non-phrase-related characteristics. To do this, call the input help for the characteristic. Adialog box appears on which you can choose the Comparison type function.If you then select the Exclusive field in the Comparison Type dialog box, theSAP System finds all specifications that do not have the characteristicvalues you specified.

After confirming, you can choose further value assignment types and entercharacteristic values.

Substance containscomponents

The system finds specifications that fulfill the specified search criteria.These include details covering reference quantity, specification key,component type, and concentration. You can also enter the valueassignment type containing the relevant component.

You can choose whether the specified component:

• Exists directly as an ingredient of the specification for which you aresearching

• Exists as an indirect, further component of an ingredient

Substance usesreference substance

The system finds specifications with a particular reference.

Substance with phrasesassigned

The system finds specifications to which a certain phrase was assigned asa value.

Substance is included inrelationship

The system finds specifications that are included in inheritance relationships(see Inheritance [Page 64]) and thus fulfill certain search criteria. Using thesearch criteria you can also search for the following specifications:

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• Specifications that occur in an inheritance relationship with a certaininheritance template [Page 77]

• Specifications that occur as partners in an inheritance relationship witha certain specification

• Specifications that occur in an inheritance relationship that has a certainapproval status (such as Requested) or a certain inheritance status(such as Incorrect)

• Specifications that occur in an active or deactivated inheritancerelationship

Substance containsdocument

The system finds specifications to which a certain document from documentmanagement was assigned using the user-defined texts and documents[Page 106] function.

The following restrictions apply for specification searches:

• Search strings in language-dependent search fields are not converted by EH&S Native LanguageSupport [External]. Consequently, you can only enter search strings in languages that can bemapped using the active code page [External] for the application server.

• The search result only ever contains specifications of the specification category you used toaccess the search, that is the specification category that is displayed on the initial screen.

ActivitiesSearching Manually for Specifications [Page 18]

Executing Queries [Page 34]

Searching Manually for Specifications1. In the Product Safety [External] menu, choose one of the following paths:

− Specifications → Edit specifications

− Specifications → Display specifications

− Specifications → Specification information system

The initial screen appears. You can start the specification search from here. During thesearch, all entries are linked with AND. The specification category Substance is set as thedefault.

The search result only ever contains specifications of one specification category, that is inthis case the specification category Substance. If you want to search for specifications ofanother specification category, you must set a different specification category [Page 21]before you perform the following steps. In the specification information system you cannotchange the specification category, that means you can only search for specifications ofthe specification category Substance in the specification information system.

2. Enter the data known to you. The SAP System searches for incomplete data in the Specification,Authorization group, Identifier, and Material fields as follows:

− Single generic delimitation, <Iso*>, for example

− Double generic delimitation, <*15*>, <*chlor*>, for example

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− Placeholder in the middle of a key. <Butan+l> stands for both butanol and butanal, forexample.

− Combination of search methods, <*1234+678*>, for example

If you enter a value generically (with *) in a Specification field that has an input help andconfirm it, the SAP System searches the specification database as follows:

– The system first looks for identifiers of the category Number.– If it does not find any corresponding identifier numbers, it then looks for identifiers of the

category Name.– If it does not find any corresponding identifier names, it then looks for specification keys.

If you enter a value generically in a Specification field that does not have an input helpand confirm it, the SAP System searches the specification database for suitablespecification keys:

– The system does not differentiate between lower case and upper case letters duringsearch runs.

– The system ignores special characters such as underscores, hyphens, commas, periods,blanks, parentheses, and so on.

3. Use the enhanced search functions (see Specification Search [Page 16]).

All search entries (including the values for user exits) are retained even after you haveexited the transaction (SET/GET memory). You can delete all search criteria by choosing

Search criteria.

4. Choose or .

If the search result contains large numbers of specifications, the hit list may take quitesome time to be displayed. In Customizing for Product Safety in the IMG activity SpecifyEnvironment Parameters in the environment parameter QRY_HITLIST_MAX_ENTRIESyou can therefore set the number specifications found at which a prompt appears beforethe hit list is displayed. The prompt displays a dialog box in which you can decide howyou wish to continue:

– Choose Hit list if you want to continue the search with the same search criteria.– Choose Simple if you want to continue the search with the same search criteria,

but want the result to be displayed in a simplified hit list. This hit list then onlycontains the specification key, the specification type, and the value that lead to thespecification being in the hit list.

– Choose Refine if you want to enter additional search criteria to refine [Page 20] thesearch.

– Choose Reduce if you want to enter additional search criteria to reduce [Page 20]the search.

– Choose Cancel if you want to start a new search.

ResultThe SAP System lists the specifications that match the search criteria in the specificationmanagement hit list [Page 36] or the specification information system hit list [External].If the SAP System does not find the required specification, you can enter new search criteria, orcreate the specification [Page 21] yourself.

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Extending, Refining, or Reducing Search ResultsUseIt is possible that following a search for specifications, the search result, that is the set of hits[External], does not contain the specifications you are searching for or it contains too manyspecifications. This procedure describes how you extend, refine, or reduce the set of hits.

PrerequisitesYou have run a specification search [Page 16], executed a query [Page 34], or loaded a set of hits[Page 45] and are located on the hit list screen.

Procedure1. Choose one of the following steps:

− Choose if you want to extend the set of hits.

− Choose if you want to refine the set of hits.

− Choose if you want to reduce the set of hits.

A screen appears where you can extend, refine, or reduce the set of hits by entering othersearch criteria.

2. Enter the search criteria for the specifications by which you want to extend, refine, or reduce theset of hits and confirm your entries.

Instead of entering search criteria you can also execute a query or load a set of hits. Anyadditional search criteria you enter will not then be taken into account.

ResultExtended Set of HitsIn addition to the specifications already in the hit list, the set of hits contains the specifications thatfulfill the search criteria entered in the second step.

Refined Set of HitsThe set of hits now contains only the specifications that also fulfill the search criteria entered in thesecond step.

Reduced Sets of HitsThe specifications that fulfill the search criteria entered in the second step were removed from the setof hits.

See also:Unifying, Forming the Intersection of, or Reducing Sets of Hits [Page 46]

Reducing Sets of Hits Manually [Page 44]

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Setting a Different Specification CategoryUseWhen you search for specifications [Page 16], the search result always contains only specifications ofone specification category. This procedure describes how you change the specification categorybefore you run a search for specifications.

Procedure1. In the Product Safety [External] menu, choose one of the following paths:

− Specifications → Edit specifications

− Specifications → Display specifications

The Edit Specification: Initial Screen or Display Specification: Initial Screen appears. Thespecification category Substance is set as the default.

In the specification information system [External] you cannot change the presetspecification category Substance.

2. Choose Utilities → Settings → Specification category.

3. Choose your required specification category and confirm your entry.

ResultThen when you search for specifications, specifications of your chosen specification category thatfulfill the search criteria will be displayed as hits.

Creating Specifications1. In the Product Safety [External] menu, choose Specifications → Edit specifications.

The Edit Specification: Initial Screen appears.

2. Enter a change number if necessary (see Engineering Change Management for Specifications[Page 51]) and check the key date.

The change number has higher priority than the key date.

3. Choose .

The Create Specification: Header screen appears.

4. You must edit the specification header data [Page 39].

If you have started a specification search on the Edit Specification: Initial Screen, you canalso create specifications from the hit list. You do this by choosing . This function is notavailable on the specification information system hit list.

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Displaying the Search HistoryUseYou can use this procedure to display all search steps and search parameters for a specificationsearch.

PrerequisitesYou have run a specification search [Page 16] or loaded a set of hits [Page 45] and are located on thehit list screen.

Procedure1. Choose Utilities → Display search history.

A screen appears that displays the step overview of the search history.

From this dialog box, you can create the specification search as a query [Page 26].

2. If you want to display the search parameters for the individual steps, choose following thecorresponding search step.

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Query ManagementPurposeQuery management supports you with creating specification searches that you require frequently andthat are as complex as you like in the form of queries [Page 24] and execute them as required.

Query management is available both in specification management and in the specification informationsystem.

PrerequisitesIn Customizing for Product Safety, you have carried out the following IMG activities:

• In the IMG activity Specify Groups you have defined groups.

The groups are used to store and edit queries in query management.

• In the IMG activity Specify Group Trees and Assign Groups you have assigned groups to thegroup tree for queries.

Process Flow1. You can choose from one of the following methods of creating a query:

− You create a specification search directly as a query [Page 26] after you have executed thesearch.

− You can also create a query explicitly step by step in a tree structure, the query overview (seeCreating and Editing Queries [Page 27]). The query steps [Page 24] comprise individualsearch criteria, other queries, or sets of hits [External]. In the query steps you also specifywhether the search result is to be extended, refined, or reduced by the query step. You canuse an existing query as the template for a new query or copy and move individual querysteps between queries and within a query.

2. Every query belongs to a query group. In the group overview [Page 25] you can display queries,copy or move [Page 33] queries between the groups, or delete [Page 34] them completely. Youcan also edit the header data of the queries [Page 27] from the group overview.

3. You can choose from one of the following methods of executing a query:

− You can execute [Page 34] a query directly from the group overview.

− From the initial screens of specification management and the specification informationsystem, with the help of drilldown reporting [Page 49], you can execute a query of the systemin the background and automatically save the set of hits that results (see Executing DrilldownReporting Jobs [Page 49].

− From outside the SAP component Environment, Health and Safety you can call thespecification information system and execute a query using the external caller [External]function.

ResultAfter you have executed a query, you are shown the results as a set of specification hits in the form ofa hit list from which other functions are available to you.

See also:Specification Management Hit List [Page 36]

Specification Information System Hit List [External]

Basic Functions in the Hit List [External]

Set of Hits Management [Page 43]

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QueryDefinitionA series of query steps [Page 24] that leads to a set of hits [External] when searching forspecifications.

UseYou can create specification searches that you require frequently and that are as complex as you likeas queries and execute them as required.

With the help of the drilldown reporting job [Page 49] function, you can execute a query of the systemin the background and automatically save the set of hits that results.

StructureA query consists of one or more query steps.

The query overview shows you the structure of a query with all the query steps it contains. You canedit the query in the query overview.

A query can contain copies of other queries or references to other queries. In both cases, the querysteps in all the queries contained in a query are executed when a query itself is executed.

IntegrationQueries are grouped together in groups and a distinction is made between public and private groups.The group overview [Page 25] shows you the groups and the queries they contain.

See also:Query Management [Page 23]

Query StepDefinitionA combination of a logic operation and an action that leads to a set of hits [External]. For the logicoperation, you can choose between the following functions:

• Extend selection (OR logic operation)

• Refine selection (AND logic operation)

• Refine selection

For the action, you can specify search criteria that lead immediately to a set of hits, or link in a query[Page 24] or set of hits. A query step can also consist of a where-used list [Page 82].

The initial query step in a query corresponds to the Extend selection function.

IntegrationA query consists of one or more query steps. You can display the individual query steps in the QueryOverview and from there you can edit, copy, move, or delete them.

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Group OverviewUseThis function helps you to manage the following objects in specification management:

• Queries

• Sets of hits

• Output variants

• Inheritance templates

• Sets of rules

FeaturesThe objects are managed as group entries in groups. Depending on the settings in Customizing forProduct Safety, groups are divided into public and private groups. Group entries in public groups aredisplayed to all users in the group overview. Group entries in private groups are only seen by theuser that created the group entry.

The groups are also protected by authorizations. For more information, see the documentation on theIMG activities Specify Groups and Specify Group Trees and Assign Groups and in the documentationfor the authorization object C_EHSO_GRP.

In the IMG activity Specify Groups you specify the maximum number of objects. In public groupsthis specifies the maximum number of group entries of one type that can be stored in the group. Inprivate groups the maximum number of objects specifies the maximum number of group entries ofone type that each user can store in the group.

The following table shows a selection of the functions that you have available to you in the groupoverview. For some functions, you must first switch to edit mode in the group overview using (orcall the group overview for the output variants using the function).

Function Description

This function has the following effects depending on the type of groupentry:

• Executes the query on which you have positioned the cursor

• Loads the set of hits on which you have positioned the cursor

• Activates the output variant on which you have positioned thecursor

• Cancels editing of inheritance templates.

• Switches to display or edit mode for the set of rules on whichyou have positioned the cursor.

Switches to edit mode

(output variants only) Output

Display or editing of header data

Detail view

Creates group entry

Color legend

New entry (output variantsonly)

Deletes all selections in the value assignment types of the outputvariants on which you have positioned the cursor

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Creating a Specification Search Directly as a QueryUseYou can create specification searches, however complex they are, as queries immediately after theyhave been executed and execute them again as often as required. The search can also containexecuted queries, loaded sets of hits [External], and where-used lists for specifications [Page 82].

Selections of individual specifications in the hit list are generally lost if you create thesearch as a query. This has the following effects:

− Where-used lists for specifications are executed for all specifications in the hit list when youexecute the query.

− Sets of hits reduced manually [Page 44] contained in the search are lost and are not takeninto account when the query is executed.

Prerequisites• You have change authorization for the query group in which you want to create the query.

• You have run a specification search [Page 16] or loaded a set of hits [Page 45] and are locatedon the hit list screen.

Procedure1. Choose one of the following paths:

− Utilities → Display search history

− Utilities → Query → Save

A screen appears that displays the step overview of the search history.

2. Choose .

The Save Query: Create dialog box appears.

3. Enter data as required. To enter the key for the query in the Grp entry field, you can choose oneof the following options:

− Enter a new key manually and create a new query.

− Choose an existing query using the input help. This is then overwritten.

4. Choose and then .

ResultThe screen that displays the step overview of the search history appears again. Choose to returnto the hit list.

You can also create a query step by step in a tree structure (see Creating and EditingQueries [Page 27]).

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Editing the Query HeaderPrerequisitesYou have change authorization for the query group in which the query whose header data you want toedit is located.

Procedure1. In the Product Safety menu [External], choose one of the following paths:

− Specifications → Edit specifications

− Specifications → Display specifications

− Specifications → Specification information system

The initial screen for these functions appears.

2. Choose Utilities → Query → Load.

The group overview [Page 25] of the queries is displayed.

3. Choose .

4. Position the cursor on the required query and choose .

The Edit Query: Header Data dialog box appears.

5. Enter data as required. To change the key for the query in the Grp entry field, you can chooseone of the following options:

− Enter a new key manually.

− Choose an existing query using the input help. This is then overwritten.

6. Choose and then .

The group overview for the queries then appears again.

Creating and Editing QueriesPrerequisitesYou have change authorization for the query group where you want to create a query or in which thequery you want to edit is located.

If you want to copy or move query steps from queries in other groups to the current query, you willalso require change authorization for the respective group.

Procedure1. In the Product Safety menu [External], choose one of the following paths:

− Specifications → Edit specifications

− Specifications → Display specifications

− Specifications → Specification information system

The initial screen for these functions appears.

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2. Choose Utilities → Query → Load.

The group overview [Page 25] of the queries is displayed.

3. Choose .

4. Choose one of the following steps:

− If you want to edit an existing query, continue with step 7.

− If you want to create a query, choose .

The Query: Create dialog box appears.

5. Enter data as required. To enter the key for the query in the Grp entry field, you can choose oneof the following options:

− Enter a new key manually.

− Choose an existing query using the input help. Only the key for this query is entered, all querysteps in this query are deleted, and the query is overwritten.

If you want to use an existing query as a copy template, you must copy [Page 33] it andthen edit the copy as described here.

6. Choose and then .

The group overview of queries is displayed again from where you must edit the new query.

7. Position the cursor on the query you want to edit and choose .

The Edit Query: Step Overview dialog box is displayed. From here you have a number ofoptions for editing the query. These are:

− Creating Query Steps [Page 29]

− Editing Query Steps [Page 29]

− Editing the Query Step Header [Page 30]

− Copying or Moving Query Steps [Page 30]

− Deleting Query Steps [Page 31]

− Inserting a Copy of a Query in Another Query [Page 31]

− Inserting a Reference to Another Query [Page 32]

Queries that contain a where-used list cannot be edited.

You can simulate the edited query from the query overview. To do this, choose .

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Creating Query StepsPrerequisitesYou have displayed the Edit Query: Step Overview dialog box. For more information about how to getto this screen and for other prerequisites, see Creating and Editing Queries [Page 27].

Procedure1. Position the cursor on one of the following:

− If you want to insert the query step at a specific position within the query, position the cursoron the query step after the required position in the query.

− If you want to insert the query step as the last step in the query or if the query does not yetcontain any query steps, position the cursor on the root of the tree structure.

2. Choose .

The Query: Create (Query Step) dialog box appears.

3. Enter data as required and choose .

The Edit Query: Step Overview dialog box is displayed.

4. Choose the new query step by double-clicking.

The Query Step: Edit Search Parameters dialog box appears.

5. Enter search criteria (see Searching Manually for Specifications [Page 18]) or load a set of hits(see Loading Sets of Hits [Page 45]) and choose .

6. Save the query.

Editing Query StepsPrerequisitesYou have displayed the Edit Query: Step Overview dialog box. For more information about how to getto this screen and for other prerequisites, see Creating and Editing Queries [Page 27].

Procedure1. Double-click the query step that you want to edit.

The Query Step: Edit Search Parameters dialog box appears.

2. Enter search criteria (see Searching Manually for Specifications [Page 18]) or load a set of hits(see Loading Sets of Hits [Page 45]) and choose .

3. Save the query.

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Editing the Query Step HeaderPrerequisitesYou have displayed the Edit Query: Step Overview dialog box. For more information about how to getto this screen and for other prerequisites, see Creating and Editing Queries [Page 27].

Procedure1. Position the cursor on the query step whose header data you want to edit and choose .

The Edit Query: Header Data (Query Step) dialog box appears.

2. Enter data as required and save your entries.

Copying or Moving Query StepsPrerequisitesYou have displayed the Edit Query: Step Overview dialog box. For more information about how to getto this screen and for other prerequisites, see Creating and Editing Queries [Page 27].

Procedure1. Position the cursor on the query step you want to copy or move and choose:

− if you want to copy the query step

− if you want to move the query step

The query step you want to copy or move can also be located in another query. Beforeyou can insert this query step or a copy of this query step in the current query, you mustchange back to the query overview of the current query.

2. Position the cursor on one of the following:

− If you want to insert the copied or moved query step at a specific position within the currentquery, position the cursor on the query step after the required position in the query.

− If you want to insert the copied or moved query step as the last step in the current query or ifthe current query does not yet contain any query steps, position the cursor on the root of thetree structure of the current query.

3. Choose .

4. Save the query.

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Deleting Query StepsPrerequisitesYou have displayed the Edit Query: Step Overview dialog box. For more information about how to getto this screen and for other prerequisites, see Creating and Editing Queries [Page 27].

Procedure1. Position the cursor on the query step you want to delete and choose .

The query step is not entered in the clipboard. If you want to enter the query step in theclipboard, choose .

2. Save the query.

Inserting a Copy of a Query in Another QueryUseIf you insert a copy of another query into the current query, all query steps in the other query appearin the current query and you can edit them there. No continuing reference to the original query youcopied exists, meaning that if you change the original query, the changes are not included in thequery that contains the copy.

If you want to retain this reference, you must insert a reference to another query [Page32].

PrerequisitesYou have the Edit Query: Step Overview dialog box open. For more information about how to get tothis screen and for other prerequisites, see Creating and Editing Queries [Page 27].

Procedure1. Position the cursor on one of the following:

− If you want to insert the copy of the other query at a specific position in the current query,position the cursor on the query step after the required position in the current query.

− If you want to insert the copy of the other query as the last step in the current query or if thecurrent query does not yet contain any query steps, position the cursor on the root of the treestructure of the current query.

2. Choose .

The group overview for the queries then appears.

3. Double-click the query you want to insert as a copy in the current query.

The query steps of the copied query are inserted in the current query under a new query step.The new query step is assigned the key of the copied query.

4. Save the query.

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Inserting a Reference to Another QueryUseIf you insert a reference to another query in the current query, the query steps in the referenced queryare executed as well when you execute [Page 34] the current query. You can display the query stepsof the referenced query in the current query. You can edit them only in the referenced query,however.

If you want to edit the query steps in the current query, you must insert a copy of a query[Page 31] instead of the reference. In this case, however, the reference to the originalquery you copied is lost, meaning that if you change the original query, the changes arenot included in the query that contains the copy.

PrerequisitesYou have displayed the Edit Query: Step Overview dialog box. For more information about how to getto this screen and for other prerequisites, see Creating and Editing Queries [Page 27].

Procedure1. Position the cursor on one of the following:

− If you want to insert the reference to the other query at a specific position in the current query,position the cursor on the query step after the required position in the current query.

− If you want to insert the reference to the other query as the last step in the current query or ifthe current query does not yet contain any query steps, position the cursor on the root of thetree structure of the current query.

2. Choose .

The group overview for the queries then appears.

3. Double-click the query to which you want to insert a reference in the current query.

The reference to the query is inserted in the current query under a new query step. The newquery step is assigned the key of the referenced query.

4. Save the query.

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Copying or Moving QueriesPrerequisites• You have:

− Display authorization for the query group that contains the query you want to copy

− Change authorization for the query group that contains the query you want to move

• You have change authorization for the query group in which you want to insert the copied ormoved query.

Procedure1. In the Product Safety menu [External], choose one of the following paths:

− Specifications → Edit specifications

− Specifications → Display specifications

− Specifications → Specification information system

The initial screen for these functions appears.

2. Choose Utilities → Query → Load.

The group overview [Page 25] of the queries is displayed.

3. Choose .

4. Position the cursor on the required query and choose:

− if you want to copy the query

− if you want to move the query

5. Position the cursor on one of the following:

− If you want to insert the copied or moved query at a specific position within a group, positionthe cursor on the query after the required position in the group.

− If you want to insert the copied or moved query as the last query in the group or if the groupdoes not yet contain any queries, position the cursor on the key for the group.

6. Choose and then .

ResultThe query is inserted in the group at the appropriate position.

A group can only accept a certain number of queries. You set this maximum number inthe IMG activity Specify Groups in Customizing for Product Safety. When the maximumnumber is reached, you must first delete [Page 34] a query from the group before you caninsert a new query in the group.

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Deleting QueriesPrerequisitesYou have change authorization for the query group from which you want to delete the query.

Procedure1. In the Product Safety menu [External], choose one of the following paths:

− Specifications → Edit specifications

− Specifications → Display specifications

− Specifications → Specification information system

The initial screen for these functions appears.

2. Choose Utilities → Query → Load.

The group overview [Page 25] of the queries is displayed.

3. Choose .

4. Position the cursor on the query you want to delete, choose and then .

The query is not entered in the clipboard. If you want to enter the query in the clipboard,choose .

Executing QueriesUseThis procedure enables you to execute the specification search saved in a query.

You can execute long and complex queries in the background using the drilldownreporting job [Page 49] function. The result is saved automatically as a set of hits[External].

PrerequisitesYou have display authorization for the query group in which the query you want to execute is located.

Procedure1. In the Product Safety [External] menu, choose one of the following paths:

− Specifications → Edit specifications

− Specifications → Display specifications

− Specifications → Specification information system

The initial screen appears.

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2. Choose Utilities → Query → Load.

The group overview [Page 25] of the queries is displayed.

3. Double-click the query that you want to execute.

4. If required, enter a change number (see Engineering Change Management for Specifications[Page 51]), a key date, and a period in which the search criteria saved in the query must befulfilled (see Specification Search [Page 16]).

Search criteria entered on the initial screen are not taken into account when the query isexecuted.

While the query is being executed, you have no influence on the search for specificationsunless the search would result in more specifications than you specified in Customizingfor Product Safety in the IMG activity Specify Environment Parameters under theenvironment parameter QRY_HITLIST_MAX_ENTRIES. In this case, a dialog boxappears in which you can decide how you wish to continue:

– Choose Hit list if you want to continue the search from the query with the same searchcriteria.

– Choose Simple if you want to continue the search from the query with the same searchcriteria, but want the result to be displayed in a simplified hit list. This hit list then onlycontains the specification key, the specification type, and the value that lead to thespecification being in the hit list.

– Choose Refine if you want to enter additional search criteria to refine [Page 20] thesearch.

– Choose Reduce if you want to enter additional search criteria to reduce [Page 20] thesearch.

– Choose Cancel if you want to start a new search.

ResultA set of specifications appears in the form of a hit list.

See also:Query Management [Page 23]

Set of Hits Management [Page 43]

Specification Management Hit List [Page 36]

Specification Information System Hit List [External]

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Specification Management Hit ListUseThe specification management hit list is a flexible starting point for a number of functions in the EH&Sspecification database.

PrerequisitesFrom the Edit Specification: Initial Screen or Display Specification: Initial Screen, you access the hitlist and a set of hits [External] with specifications is displayed if you execute a specification search[Page 16] and the SAP System has found data records that match the search criteria, or if you load aset of hits [Page 45] and it contains specifications that exist in the system.

FeaturesThe hit lists for specification management and the specification information system only containspecifications of one specification category [Page 9].

It is displayed in two lines:

• The first line shows the specification key, specification type, and a maximum of nine identifiers.

• The second line shows up to ten more identifiers. The first is the search identifier that led to theinclusion of the data record in the hit list.

If you searched for materials, the material found is displayed in the first column of the secondline in place of the identifier.

You specify which indicators are to be displayed and the sequence of their display inCustomizing for Product Safety. You can define various identification displays for variousspecification categories. For more information, see the IMG activity Check IdentificationListing.

ActivitiesThe following functions are available in the specification management hit list.

General

Function Choose

Displaying the search history Utilities → Display search history

Retaining the data origin [Page 185]and data provider [Page 185]

Utilities → Settings → Data provider → Retain dataorigin/provider

Different property tree Utilities → Settings → Property tree

In the IMG activity Specify Specification Types you canspecify the valid property trees for each specification typeand choose one of them to be displayed as the default forspecifications of the relevant specification type. You canalso use the Proposal indicator to specify whether thisdefault property tree is fixed or whether it can be changed.

If you do not specify a default for a property tree and noproperty tree is entered in the SET/GET user parameters,the system uses the property tree for which you have set theDefault property tree for specification management indicatorin the IMG activity Specify Property Trees.

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For Selected Specifications

Function Choose

Editing the Specification Header Data [Page39]

Value Assignment [Page 91]

Where-Used List for Specifications [Page 82]

Saving the specification search as a query[Page 24]

Utilities → Query → Save

Saving sets of hits [External] Utilities → Set of hits → Save

Removing the selected specifications from thehit list

Utilities → Selection → Manual reduction

Background information, for example, aboutthe data origin and data provider

Extras → Administration information

Secondary Data Determination [Page 115] Utilities → Secondary data → Determination

Exporting Specifications [External] Specification → Data exchange → Export

Distribution (ALE) of Specifications andPhrases [External]

Specification → Data exchange → ALE withrecipient selection or Specification → Dataexchange → ALE according to distributionmodel

Calling the Report Information System[External]

Specification → Reports → Report informationsystem

Report Generation [External]:

• Testing reports

• Creating report requests

• Specification → Reports → Report fromtemplate

• Specification → Reports → Create report

For more information on other general functions in SAP EH&S hit lists, see Basic Functions in the HitList [External].

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Editing Specifications1. In the Product Safety [External] menu, choose Specifications → Edit specifications.

The Edit Specification: Initial Screen appears.

2. Choose one of the following procedures:

− Searching Manually for Specifications [Page 18]

− Executing Queries [Page 34]

− Loading Sets of Hits [Page 45]

A set of specifications appears in the form of a hit list if the SAP System finds data recordsmatching the search criteria of the manual search or query, or if the set of hits loadedcontains specifications that exist in the system.

If the specifications you are searching for are not contained in the hit list or if the search resultcontains too many hits, you can extend, refine, or reduce [Page 20] the hit list (see also BasicFunctions in the Hit List [External]).

3. Select the specifications you want to edit.

Selected specifications can be edited using the functions in the Edit menu (see DeletingSpecifications [Page 42], for example).

4. Choose the relevant pushbuttons to carry out further editing:

− : Editing Header Data [Page 39] and Editing Identifiers [Page 87] as well as AssigningMaterials [Page 90]

− : Property Tree [Page 98]

If you have selected more than one specification on the hit list, choose to navigate tothe next specification to be edited.

See also:Specification Management Hit List [Page 36]

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Editing the Specification Header DataPrerequisitesIf you want to edit a specification using a change number, you must enter the change number on theinitial specification management screen.

See also: Engineering Change Management for Specifications [Page 51]

Procedure1. Choose one of the following steps:

− If you want to create the header data of a specification, in the Product Safety [External]menu, choose Specifications → Edit specification and then or from the specificationmanagement hit list.

− If you want to edit the header data of a specification, in specification editing [Page 38] choose for the specification and then the Specification header tab.

The tab page for editing the specification header data appears.

You can copy data from an existing specification (see Copying Specification Data [Page41]).

2. Enter data as required and save your entries.

When you create the header data for a specification, you can enter a key in theSpecification field. If you do not enter a key, the system assigns a key to the specificationafter you have made the required entries and confirmed.

If you want to assign references or specify inheritance relationships, choose theReferences or Relationships tab.

Result• The SAP System completes the administration data.

The validity period is set depending on the change number specified. If no change numberwas entered, the validity period is unlimited.

• If you have entered a specification key yourself, the SAP System checks the specification keyagainst the external number range interval that you defined in the IMG activity Specify NumberRanges for Specifications in Customizing for Product Safety.

• To assign unique characteristics to a newly created specification, you next assign identifiers (seeEditing Identifiers [Page 87]).

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RestrictionsUseWith this function you can assign combinations of ratings and validity areas to the header data of aspecification. These combinations serve as a supplement to the authorization group, so that byspecifying these restrictions, you can restrict the authorization for a specification more closely, forexample, to certain validity areas only. You can specify a number of combinations of rating andvalidity area here.

A specification belongs to the authorization group ALL; the rating PUBLIC and the validityarea DE were assigned as restrictions. If a user has change authorization for ALL andPUBLIC/DE, he or she can edit the header data. If a user only has display authorizationfor PUBLIC/DE, he or she can only display the header data even if he or she has changeauthorization for the authorization group ALL.

� The restrictions are different from the functional significance of the usage [Page 112] with whichyou can, for example, control the output of identifiers and value assignment instances on reports.

� You can set a default for the restrictions to a specification by entering a usage profile [Page 114]for your user or in the IMG activity Specify Value Assignment Types for the value assignment typespecification header (ESTRH).

� You assign the authorization to edit the header data of a certain combination of rating and validityarea using the authorization object C_SHES_TVH (value assignment type field with valueESTRH).

� You assign the authorization to edit the usage using the authorization object C_SHES_TDU.

ActivitiesProceed as follows to assign restrictions to a specification:

1. Follow the procedure Editing Specifications [Page 38]. Choose the function.

2. Choose the Restrictions tab page.3. Enter a rating in the Rating field and confirm your entry.

The system marks with a checkmark the last entry you made and activates the fields for thevalidity area so you can make entries.

4. For the rating, enter a validity area in the VAreaCat and Validity area fields and confirm yourentries.

� You can enter several validity areas for one rating.

� If you want to explicitly exclude the selected validity area from being valid, set theexclusion indicator (Excluding).

� For selected validity areas, you can use the functions from the Edit menu.

5. Save your entries.

The validity area displayed on the screen is always related to the rating marked with acheckmark. Click a rating to display the validity area assigned to it.

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Copying Specification DataUseThis procedure describes how you copy the data of a source specification to one or more targetspecifications. You have the following options:

• You can copy the data of a source specification from the header data of a target specification.

• You can select one or more target specifications in the specification management hit list [Page36] and copy the data of a source specification to the selected target specifications.

In a similar manner to inheritance [Page 64] you use an inheritance template [Page 77] to specifywhich data (identifiers and value assignments) are to be copied. In contrast to inheritance, there is nofurther connection between the source and target specifications after copying. This means the copieddata is not changed in the target specification if the corresponding data is changed in the sourcespecification.

When copying you can also specify whether the assignments of materials and referencespecifications to the source specification are also copied to the target specification. You can onlymake this setting if the specification type of the target specification allows the material assignment orreferencing. This means, if in Customizing for Product Safety a setting has been made for thespecification type that material assignment is not permitted, the Materials field is then inactive.

PrerequisitesYou have created the required inheritance template [Page 78].

ProcedureCopying Source Specification Data from the Hit List

1. In the Product Safety [External] menu, choose Specifications → Edit specifications.

The Edit Specification: Initial Screen appears.

2. Choose one of the following procedures:

− Searching Manually for Specifications [Page 18]

− Executing Queries [Page 34]

− Loading Sets of Hits [Page 45]

A set of specifications appears in the form of a hit list if the SAP System finds data recordsmatching the search criteria of the manual search or query, or if the set of hits loadedcontains specifications that exist in the system.

If the specifications you are searching for are not contained in the hit list or if the search resultcontains too many hits, you can extend, refine, or reduce [Page 20] the hit list (see also BasicFunctions in the Hit List [External]).

3. Select the target specifications to which you want to copy the data of a source specification.

4. Choose Specifications → Copy template.

The Edit Specification: Copy Template dialog box appears.

5. Enter data as required and confirm your entries.

6. Save your entries.

Copying Source Specification Data from the Target Specification Header Data1. Follow the procedure Editing the Specification Header Data [Page 39].

2. Choose .

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The Create Specification: Copy Template dialog box or Edit Specification: Copy Templatedialog box appears.

3. Enter data as required and confirm your entries.

4. Save your entries.

Deleting SpecificationsPrerequisitesTo be able to delete a specification, the specification must not be:

• Used by another specification as the source in a reference or inheritance relationship

• Part of the composition of another specification

• Part of a listing (for example, hazardous ingredients)

• Used in a report

In Customizing for Product Safety in the IMG activity Manage User Exits you can also define a userexit (user exit category SUB_USED, where-used list) that executes a where-used list when you wantto delete a specification. The where-used list supplied in the standard system checks whether amaterial was assigned to the specification (function module C1F2_SUBSTANCES_USED_BY_MAT).

Procedure1. In the Product Safety [External] menu, choose Specifications → Edit specifications.

The Edit Specification: Initial Screen appears.

2. Choose one of the following procedures:

− Searching manually for specifications [Page 18]

− Executing queries [Page 34]

− Loading sets of hits [Page 45]

A set of specifications appears in the form of a hit list if the SAP System finds data recordsmatching the search criteria of the manual search or query, or if the set of hits loadedcontains specifications that exist in the system.

If the specifications you are searching for are not contained in the hit list or if the search resultcontains too many hits, you can extend, refine, or reduce [Page 20] the hit list (see also BasicFunctions in the Hit List [External]).

3. Select the specifications you want to delete and choose Edit → Delete.

4. Save your entries.

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Set of Hits ManagementPurposeUsing set of hits management, you can save, edit, and load the results of complex specificationsearches as required in the form of sets of hits [External]. As the system does not start a new searchof the specification database when you load a set of hits, performance is improved considerably.

A set of hits only ever contains the specifications that already existed at the time the setof hits was saved in the system. Specifications that were created subsequently in thesystem and that would also fulfill the search criteria that led to the set of hits are notautomatically included in the set of hits. In this case, you must repeat the search andsave the set of hits again. Searches that you require regularly for this purpose can becreated as queries (see Query Management [Page 23]).

Specifications that existed at the time the set of hits was saved in the system, but werethen deleted, are not displayed when the set of hits is loaded.

PrerequisitesIn Customizing for Product Safety, you have carried out the following IMG activities:

• In the IMG activity Specify Groups you have defined groups.

The groups are used to store and edit sets of hits in set of hits management.

• In the IMG activity Specify Group Trees and Assign Groups you have assigned groups to thegroup tree for sets of hits.

Process Flow1. You can carry out the following activities in the initial set of hits management screens:

− You can create a set of hits by starting a specification search [Page 16] (see SearchingManually for Specifications [Page 18]) or by executing a query [Page 34].

− You can load a set of hits [Page 45] that already exists.

2. The set of hits that is generated or loaded is displayed in the hit list (see SpecificationManagement Hit List [Page 36] and Specification Information System Hit List [External]). From thehit list, you can remove unwanted specifications from the set of hits (manually reduce [Page 44] it)and save [Page 45], unify, form the intersection of, and reduce [Page 46] sets of hits (see BasicFunctions in the Hit List [External]). With the help of drilldown reporting [Page 49], you canexecute a query of the system in the background and automatically save the set of hits thatresults (see Executing Drilldown Reporting Jobs [Page 49]).

3. Sets of hits are managed in groups. In the group overview [Page 25], you can copy or move[Page 47] sets of hits between the groups, delete [Page 48] them completely, or edit their headerdata [Page 44].

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Editing the Set of Hits HeaderPrerequisitesYou have change authorization for the set of hits group in which the set of hits whose header data youwant to edit is located.

Procedure1. In the Product Safety menu [External], choose one of the following paths:

− Specifications → Edit specifications

− Specifications → Display specifications

− Specifications → Specification information system

The initial screen for these functions appears.

2. Choose Utilities → Set of hits → Load.

The group overview [Page 25] of the sets of hits is displayed.

3. Choose .

4. Position the cursor on the required set of hits and choose .

The Edit Set of Hits: Header Data dialog box appears.

5. Enter data as required. To change the key for the set of hits in the Grp entry field, you can chooseone of the following options:

− Enter a new key manually.

− Choose an existing set of hits using the input help. This is then overwritten.

6. Choose and then .

The group overview for the sets of hits then appears again.

Reducing Sets of Hits ManuallyPrerequisitesYou have run a specification search [Page 16] or loaded a set of hits [Page 45] and are located on thehit list screen.

Procedure1. Select the specifications you want to remove from the set of hits.

2. Choose Utilities → Selection → Manual reduction.

ResultA set of hits that no longer contains the specifications you selected is formed.

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Loading Sets of HitsPrerequisitesYou have display authorization for the set of hits group in which the set of hits you want to load islocated.

Procedure1. In the Product Safety menu [External], choose one of the following paths:

− Specifications → Edit specifications

− Specifications → Display specifications

− Specifications → Specification information systemThe initial screen for these functions appears.

2. Choose Utilities → Set of hits → Load.The group overview [Page 25] of the sets of hits is displayed.

3. Choose the set of hits you require by double-clicking.

ResultA set of hits is displayed in the form of a hit list.

Search criteria entered on the initial screen are not taken into account when the set of hitsis loaded.

Creating Sets of HitsPrerequisites• You have change authorization for the set of hits group in which you want to create the set of hits.

• You have run a specification search [Page 16] or loaded a set of hits [Page 45] and are locatedon the hit list screen.

You can also create a set of hits that you obtained by reducing sets of hits manually[Page 44].

Procedure1. Choose Utilities → Set of hits → Save.

The Set of Hits: Create dialog box appears.

2. Enter data as required. To enter the key for the set of hits in the Grp entry field, you can chooseone of the following options:

− Enter a new key manually and create a new set of hits.

− Choose an existing set of hits using the input help. This is then overwritten.

3. Choose and then .The hit list appears again.

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Unifying, Forming the Intersection of, or Reducing Setsof HitsPrerequisitesYou have display authorization for the set of hits groups in which the sets of hits you want to unify,form the intersection of, or reduce are located.

Procedure1. Load one of the sets of hits that you want to unify, form the intersection of, or reduce (see Loading

Sets of Hits [Page 45]).2. Choose one of the following steps:

− Choose if you want to unify sets of hits.

− Choose if you want to form the intersection of sets of hits.

− Choose if you want to reduce sets of hits.The screen from which you loaded the first set of hits appears.

3. Choose Utilities → Set of hits → Load.The group overview [Page 25] of the sets of hits is displayed.

4. Double-click on the set of hits that you want to unify with the first set of hits, with which you wantto form an intersection with the first set of hits, or whose specifications you want to reduce the firstset of hits by.

Search criteria entered on the initial screens are not taken into account when the sets ofhits are loaded, unified, reduced, or when intersections are formed.

ResultUnifying Sets of HitsA set of hits that contains all the specifications from the original sets of hits is formed. Specificationsthat appear in both sets of hits are only included once (union).

Forming the Intersection of Sets of HitsA set of hits that contains only specifications that appear in both original sets of hits is formed(intersection).

Reducing Sets of HitsA set of hits that contains only specifications that appear in the first and not in the second set of hits isformed.

Set of hits 1 contains the specifications EHS_01, EHS_02, and EHS_03. Set of hits 2contains the specification EHS_03.

� If you form the intersection of the set of hits, a set of hits is formed that contains only thespecification EHS_03 since this is the only specification that occurs in both the original sets ofhits.

� If you reduce the set of hits 1 by the set of hits 2, a set of hits is formed that contains thespecifications EHS_01 and EHS_02.

See also:Extending, Refining, or Reducing Search Results [Page 20]

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Copying or Moving Sets of HitsPrerequisites• You have:

− Display authorization for the set of hits group that contains the set of hits you want to copy

− Change authorization for the set of hits group that contains the set of hits you want to move

• You have change authorization for the set of hits group in which you want to insert the copied ormoved set of hits.

Procedure1. In the Product Safety menu [External], choose one of the following paths:

− Specifications → Edit specifications

− Specifications → Display specifications

− Specifications → Specification information system

The initial screen for these functions appears.

2. Choose Utilities → Set of hits → Load.

The group overview [Page 25] of the sets of hits is displayed.

3. Choose .

4. Position the cursor on the required set of hits and choose:

− if you want to copy the set of hits

− if you want to move the set of hits

5. Position the cursor on one of the following:

− If you want to insert the copied or moved set of hits at a specific position within a group,position the cursor on the set of hits after the required position in the group.

− If you want to insert the copied or moved set of hits as the last set of hits in the group or if thegroup does not yet contain any sets of hits, position the cursor on the key for the group.

6. Choose and then .

ResultThe set of hits is inserted at the appropriate position in the group.

A group can only accept a certain number of sets of hits. You set this maximum numberin the IMG activity Specify Groups in Customizing for Product Safety. When the maximumnumber is reached, you must first delete [Page 48] a set of hits from the group before youcan insert a new set of hits in the group.

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Deleting Sets of HitsPrerequisitesYou have change authorization for the set of hits group from which you want to delete the set of hits.

Procedure1. In the Product Safety menu [External], choose one of the following paths:

− Specifications → Edit specifications

− Specifications → Display specifications

− Specifications → Specification information system

The initial screen for these functions appears.

2. Choose Utilities → Set of hits → Load.

The group overview [Page 25] of the sets of hits is displayed.

3. Choose .

4. Position the cursor on the set of hits you want to delete, choose and then .

The set of hits is not entered in the clipboard. If you want to enter the set of hits in theclipboard, choose .

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Drilldown Reporting JobUseUsing the drilldown reporting job you can execute a query [Page 24] of the system in the backgroundand automatically save the set of hits [External] that results. You can then load and edit the set of hitsat any time.

See also:Query Management [Page 23]

Set of Hits Management [Page 43]

Prerequisites• In Customizing for Product Safety, you have carried out the following IMG activities:

− In the IMG activity Specify Groups you have defined groups.

The groups are used to store and edit queries and sets of hits in query management andset of hits management.

− In the IMG activity Specify Group Trees and Assign Groups you have assigned groups to thegroup trees for queries and sets of hits.

• You have display authorization for the query group in which the query you want to execute in thedrilldown reporting job is located.

• You have change authorization for the set of hits group in which you want to save the set of hitscreated in the drilldown reporting job.

FeaturesFor background processing, you can enter a start date and a periodic repeat if required.

ActivitiesExecuting Drilldown Reporting Jobs [Page 49]

Executing Drilldown Reporting JobsPrerequisitesSee Drilldown Reporting Job [Page 49].

Procedure1. In the Product Safety [External] menu, choose one of the following paths:

− Specifications → Edit specifications

− Specifications → Display specifications

− Specifications → Specification information system

The initial screen appears.

2. Choose Environment → Drilldown reporting job.

The Drilldown Reporting Job screen appears.

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3. Enter data as required. To enter the key for the set of hits in the Grp entry field under Set of hits,you can choose one of the following options:

− Enter a new key manually. A new set of hits is created.

− Choose an existing set of hits using the input help. This is then overwritten.

4. Choose .

The Start Time screen appears.

5. Choose one of the following functions to specify the start time:

− Immediately

The drilldown reporting job is released and started immediately.

− Date/Time

Enter a date and a time for the scheduled start. By entering the appropriate data underNo start after, you can also prevent the background job being started after the specifiedtime.

− After job

Under Name enter a previous job after which the drilldown reporting job is to be started.Choose Start status-dependent if the drilldown reporting job is to be started only if theprevious job was successful.

− After event

Enter the event that must occur before the drilldown reporting job is started. This canguarantee that the SAP System has reached a predefined state before the drilldownreporting job is started. If the event requires a parameter, enter it under Parameter.

− Operation mode

Under Name enter a name for the operation mode in which the drilldown reporting job isto be started.

− >>

Choose a factory calendar and enter a workday relative to the beginning or end of themonth on which the drilldown reporting job is to be started.

With the exception of the After job function, all functions offer the possibility of executing thedrilldown reporting job periodically. For this function, enter under >> after how many monthsthe drilldown reporting job is to be repeated. For the other functions choose Execute jobperiodically and enter under Period Values whether the drilldown reporting job is to berepeated hourly, daily, weekly, monthly, or at another freely selectable interval.

6. Save the start time values.

The Drilldown Reporting Job screen appears again.

7. Save the scheduled drilldown reporting job.

ResultThe system executes the query in the background on the specified start date and saves the searchresult as a set of hits. You can load and edit the set of hits (see Set of Hits Management [Page 43]).

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Engineering Change Management for SpecificationsUseThis function enables you to make data changes for a particular key date using a change number. Inthis way, you can, for example, today enter data that will only be valid in the future. Each changenumber is valid from a particular validity date so that the data has a validity period in accordance withthe change number.

• If you make changes without using a change number, the standard validity period used goesfrom 01/01/0001 to 12/31/9999. The system enters the current date as the key date.

• When you use a change number to change a data record for the first time, the SAP Systemdivides the overall validity period into two adjoining validity periods. Whenever you use otherchange numbers that have different validity dates, the system further subdivides the validityperiods.

See Example: Engineering Change Management [Page 52]

The SAP System writes change documents [Page 53] irrespective of whether you useengineering change management or not.

For more information on the Engineering Change Management (LO-ECH) SAP component, see Help→ SAP library → LO - Logistics → LO - Logistics General → LO - Engineering Change Management.

PrerequisitesYou have created a change number on the initial screen of the SAP System by choosing Logistics →Central functions → Engineering change management.

To use engineering change management for specifications, you must have set the Active indicator forthe Substance object under Object types in the change master record you want to use. You do sofrom the initial screen of the SAP Systemby choosing Logistics → Central functions → Engineeringchange management.

FeaturesYou can use engineering change management within specification management to:

• Import value assignments

• Create specifications

By choosing Extras → Administration information on the specification management screens, you canfind more information about, for example, the current validity period, the date of the last change, thename of the person who last changed the specification, the data origin [Page 185], and the dataprovider [Page 185].

You can work with or without engineering change management depending on your requirements. Ifyou have used engineering change management to change the data of a data record, you must makesure that the right key date is entered when you call the data or enter the relevant change number.

The change number has higher priority than the key date (see Example: EngineeringChange Management [Page 52]).

The Change number, From date, and To date fields in the specification header data referexclusively to the data of the specification header.

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Example: Engineering Change Management1. A phrase is created without a change number; phrase item and phrase set assignment are edited.

The data for the phrase header, the phrase item, and the phrase set assignment is thereforevalid from 01/01/0001 through 12/31/9999.

You can also create a phrase with a change number, for example, with a valid-from datein the future (01/01/2005). The data for the phrase header, the phrase item, and thephrase set assignment is therefore valid from 01/01/2005 through 12/31/9999.

2. A change is made in the phrase item with the change number A5 (valid from 01/01/1999).

If you navigate to the corresponding phrase item with the key date 06/01/1999 after saving,the data valid on this date is displayed. Under Extras → Administration information the validityperiod 01/01/1999 through 12/31/9999 is displayed.

Key date 1Key date 1

Phraseitem

01/01/0001 01/01/1999 06/01/1999 01/01/2000

A10A10TimeTime

A5A5 Change number

12/31/9999

Phrase setassignment

Phraseheader

Validity of the phrase EHS_DEMO:

06/01/2000

Key date 2Key date 2

3. A change is made in the phrase item with the change number A10 (valid from 01/01/2000) and inthe phrase set assignment.

If you start with the key date 06/01/2000 after saving, the data valid on this date is displayedin the corresponding phrase item and in the phrase set assignment. Under Extras →Administration information the validity period 01/01/2000 through 12/31/9999 is displayed.

If you start with the key date 06/01/1999, the data valid on this date is displayed. UnderExtras → Administration information, the validity period 01/01/1999 through 12/31/1999 isdisplayed in the phrase item and the validity period 01/01/0001 through 12/31/1999 isdisplayed in the phrase set assignment.

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Creation of Change Documents for SpecificationsUseThe SAP System logs all changes that are made within specification management. In Customizing forProduct Safety in the IMG activity Specify Context Fields for Creation of Change Documents you canspecify which context information is displayed on the objects that are determined in the creation ofchange documents log for specifications (such as identifier, material assignment, transport approval).

In the change document, the objects are determined that were:

• Created

• Deleted

• Changed

Changes that were made by a reference [Page 62] or inheritance [Page 64] are marked. For eachobject, the change date, change time, and the user name of person who made the change aredisplayed in addition to the context information.

Change document creation for specifications is independent of Engineering ChangeManagement for Specifications [Page 51].

PrerequisitesIn Customizing for Product Safety, you have made settings in the Creation of Change Documentssection.

Procedure1. In the Product Safety [External] menu, choose Specifications → Edit specifications.

The Edit Specification: Initial Screen appears.

2. Choose Extras → Change document log.

The EHS: Display Change Documents for Specifications screen appears.

3. Enter data as required and choose .

The entry report is executed only at the times you scheduled in Customizing. To enterchanges in advance, you have the option of starting the entry report manually. To do this,in the EHS: Display Change Documents for Specifications screen choose Program →Update data and then Program → Execute.

ResultThe system displays the EH&S change document tree. If changes were made for the defined context,the old and new data is displayed together with the defined context.

You can display additional information about the change document using .

You can position a line in the EH&S change document tree using Line.

You can set a segment using Subtree.

With Utilities → Color legend you can display the significance of the colors and symbolsthat are used within the EH&S change document tree.

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With Utilities → Switch layout you can compress the display differently.

Outside Product Safety you can display the change documents for specifications in thefollowing manner:

In the initial screen of the SAP System, choose Tools → ABAP Workbench →Development → ABAP Editor. Enter the RSSCD110 program and choose Execute. Onthe following screen, enter <ESSUB> as the object class and choose .

Specification StatusUseYou can use this function to specify for a specification which usages its identifiers and valueassignment instances should be protected for. You can use appropriate status entries to set thesystem so that:

• Changing specification data is prohibited (default setting, for example, in the status Released, seealso Change Not Permitted [Page 56])

• Outputting specification data on reports is prohibited (default setting, for example, in the status Inprocess, see also Generation Not Permitted [Page 58])

• The system issues a warning against editing specification data (default setting, for example, in thestatus For release)

In Customizing an indicator profile specifies for each status which protection effect the status shouldhave. The basic status network can be enhanced as required to suit the customer’s needs.

IntegrationWhen generating worklists in report management, status changes are taken into account in the sameway as changed specification data. The check whether generation is prohibited for a data record (seeGeneration Not Permitted [Page 58]) is then made for the determined reports during reportgeneration. If the report has a value for which generation is prohibited, the report has the status Gen.warning after generation.

PrerequisitesSo that a status entry is taken into account for specification data, the Active indicator must be set inthe usage of the specification data.

In Customizing for Product Safety, you have edited the Status Management section.

FeaturesStatus EntryThe status of a specification is made up of individual status entries. Each status entry includes thefollowing data:

• Rating and Validity area

• Status

A new status entry is assigned the initial status defined in Customizing. The permitted follow-on statuses are defined in the status network.

• Time period for which the status entry applies

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• Change number if you want to use engineering change management

• Object type in SAP Human Resources Management and Person responsible

Status NetworkYou can enhance the status network delivered with the standard system by using a status profilemade up of customer-specific user statuses. The SAP System inserts customer-defined user statusesbetween the statuses IP (In process) and FR (For release). You can define the follow-on statusesyourself within the K* statuses.

The following status network is included in the standard system:

(K1 ...K2

IP

) FR NCRE

Abbreviation

Meaning Icon Technical key

IP In process (defaultinitial status)

I0570

K1, K2... User status ICON_CUSTOMER <E*...>

FR For release I0571

RE Released I0590

NC Noncritical change I0600

Default Setting for Status EntriesYou can enter a default setting in Customizing for specification status entries. To do this you enter ausage profile for the value assignment type Status assignment (ESTST) in the IMG activity SpecifyValue Assignment Types. If a specification does not have its own status entries, the system creates alist from the combinations of the initial status and the usages for the profile. These are not displayedon the Status tab page. The list is taken into account by the SAP System until you have explicitlyentered new status entries on the Status tab page.

Person ResponsibleYou can enter the person responsible for a status entry as information.

The person responsible is managed in the SAP component Human Resources Managementdepending on the object type (for example, work center, job, position). The person responsible islinked directly to Organizational Management.

You can specify a person responsible as the default entry in Customizing for Product Safety in theIMG activity Specify Authorization Groups depending on the authorization group. This default entry isused by the SAP System as long as you have not entered an explicit person responsible for a statusentry.

HistoryIf you change the validity period for a status entry so that it has two or more validity periods, you candisplay all validity periods using the History function.

Assignment of Value Assignment TypesDepending on the specification type you can assign any value assignment types to each status in theIMG activity Specify Statuses. Using customer exits you can specify, for example, that the valueassignment types for a particular status must be edited before the status can be assigned.

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Authorization ConceptThe SAP System guarantees that the status assignments can be made only by authorized users.

Search FunctionIn the initial screens for specification management and the specification information system, a searchfunction allows you to display all specifications that belong to specific usage and a specific status as ahit list. From the hit list you can then switch to the next status.

Enhancements (Customer Exits)You can use the customer exits in Customizing for Product Safety to specify that:

• Additional checks are made in a status switch

• Other activities are performed when you save the status (such as workflow processes)

Change Not Permitted

UseWith this function you can prohibit changes for identifiers and value assignment instances. To do thisyou must have assigned an appropriate status to the Change not permitted indicator in Customizing.For the specification data you want to protect, a status entry with the correct status must apply in theheader data of the specification. As the default setting, the status Released prevents changes torelated data, for example.

If you do not prevent changes, but want to warn the user against making changes, you can set this upusing the Warning if changed indicator.

PrerequisitesYou have assigned the Change not permitted indicator to the appropriate status in Customizing forProduct Safety in the IMG activity Specify Statuses.

In the header data for the specification on the Status tab page you have defined for which usage andin which validity period the status should apply.

You can specify a default setting for the status entries in the IMG activity Specify ValueAssignment Types using the value assignment type ESTST. The system takes the defaultsetting into account if no status entry exists for a specification.

So that a status entry is taken into account for specification data, the Active indicator must be set inthe usage of the specification data.

FeaturesCheck ProcessWhen a value assignment instance or an identifier is called, the system checks for each day of thevalidity interval of the data whether:

• The usage of the data record is active

• A status entry is available for which the Change not permitted indicator is set in Customizing andthat applies for the active usage

For the status entry to apply, the following conditions must be met:

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− The rating of the status and specification data record must be the same

− The corresponding validity areas must have at least one country (or plant, or profit center, andso on) in common, that is their intersection must not be empty.

Status entry: PUBLIC/DE/Released (Change not permitted indicator set)

Usage of value assignment instance V1: PUBLIC/REG_EU/Active

As DE is included in REG_EU, the status entry applies. The value assignment instanceV1 is therefore released and can no longer be changed.

ResultIf the conditions for a status entry that prohibits changes are fulfilled, the data record is not ready forinput. For a value assignment instance, the data record also includes the data for source informationand user-defined texts, and so on.

The usage of the data record can be edited, but only such that the number of released data recordsbelonging to it does not change. This means that:

• Active released usages cannot be changed.

• New, inactive usages can be added. For example, additional validity areas can be created. Theexisting validity areas are protected from changes.

• Not released or inactive usages can be deleted.

When you create a new data record or edit a data record for whose usage a status entry with thestatus Released applies, the Active indicator cannot be set. A data record cannot therefore bereleased by activating the usage.

The identifier for a specification has the following usages:

PUBLIC / DE / Inactive

PUBLIC / US / Inactive

The specification has the following status entry:

PUBLIC / REG_EU / Released (Change not permitted indicator set)

Since the usage and the status entry overlap in PUBLIC/DE (DE is a subset of REG_EU),the usage PUBLIC/DE for the identifier cannot be activated. The usage PUBLIC/US,however, may be activated.

A released data record can only be edited after an authorized person has assigned a status to thestatus entry that does not prohibit changes, for example, the status In process. In the status Inprocess, for example, you can activate the usage of the data record. The status of the status entrycan then be set to Released again by an authorized person.

If the conditions for a status entry that causes a warning are fulfilled (Warning if changedindicator set), you can decide yourself whether you want to edit it.

ExampleThe following example illustrates the system behavior if different validity intervals exist for a valueassignment instance or an identifier. As the system checks each day of the validity interval of the datarecord, the Change not permitted indicator protects all versions of the value assignment instance oridentifier.

In the following graphic, changes to the data are therefore forbidden for all active value assignmentinstances:

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Status entry

Time axis

PUBLIC/REG_EU/Released

Value assignment instance V2 V2

Usage PUBLIC/DE

Key date

Value assignment instance V3 V3

Usage PUBLIC/DE

Key date

Value assignment instance V1 V1

Usage PUBLIC/DE

Key date

PUBLIC/DE/In processStatus entriesPUBLIC/REG_EU/Released

Value assignment instance V4 V4

Usage PUBLIC/DE

Key date

Generation Not PermittedUseWith this function you can prohibit the output on reports for identifiers and value assignmentinstances. To do this you must have assigned an appropriate status to the Generation not permittedindicator in Customizing. For the specification data that was selected on the basis of the generationvariant, a status entry with the correct status must apply in the header data of the specification (seegraphic).

For the comparison of the usages between generation variant/specification data record andspecification data record/status entry you can use the usage check function in the generation variantto specify the type of comparison. You can specify for usages with the same rating for the validityareas whether an intersection, subset, or superset should be present or whether they should agree forthe comparison to apply.

As the default setting, the status In process prevents the output of data on reports.

PrerequisitesYou have assigned the Generation not permitted indicator to the appropriate statuses in Customizingfor Product Safety in the IMG activity Specify Statuses.

In the header data for the specification on the Status tab page you have defined for which usage andin which validity period the status should apply.

You can specify a default setting for the status entries in the IMG activity Specify ValueAssignment Types using the value assignment type ESTST. The system takes the defaultsetting into account if no status entry exists for a specification.

So that a status entry is taken into account for specification data, the Active indicator must be set inthe usage of the specification data.

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You have set the Status check indicator for the generation variant. This indicator controls whether thespecification status and phrase status are to be checked when the report is generated.

From the specification management hit list, the following apply:

• If you call the Report from template function you can override the indicator.

• If you call the Create report function you cannot override the indicator. Thesystem uses the settings for the generation variant.

FeaturesCheck ProcessIf the Status check is set, the system runs the status check for the current key date. The followinggraphic shows the process:

Prelim. check OK

(No suitable (1:1)status entry prohibitsgeneration)

Status entries

PUBLIC/ REG_WORLD/ Released (generation permitted)

Generation variantPUBLIC/ DEUsage check = 0 (subset)

Value assignment instance V1 isselected based on the usagesPUBLIC/ DE and PUBLIC/ REG_EU

DE and REG_EU are subsets ofREG_WORLD

Value assignment instance V1is generated because statusentry PUBLIC/ REG_WORLDpermits generation.

Cancel if statusentryPUBLIC/DE/Inprocess wouldexist

Internal/ US/ In process (generation not permitted)

DE is subset on DE andREG_EU Comparison of usages that led to the

selection with the status entries, takingthe usage check into account

3.

1:1 comparison ofthe usages(prelim. check)

1.

Selection of valueassignment instancestaking usage check intoaccount (with respect to therating of the generationvariant (PUBLIC))

2.

V1

Value assignment instance V1

PUBLIC/ REG_EU

Internal/ US

PUBLIC/ DE Internal / US does NOTlead to selection thisusage record has nosignificance

Graphic step 1:

The first check is a preliminary check. The SAP System creates combinations from the leading validityarea and the ratings with the highest priority. The system checks using a 1:1 comparison of theusages whether at least one status entry in the corresponding specification exists for thesecombinations for which generation is not permitted.

In a 1:1 comparison, the system does not expand the validity areas into countries andregions unless you used the exclusion indicator when you defined the validity areas.

If a status entry prohibits generation, generation is canceled without any data being read. The reporthas the status Generation failed.

If no status entry prohibits generation, the preliminary check was successful, that is data is read(graphic step 2).

Graphic step 2:

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The system selects the specification data (for example, value assignment instances) by comparingthe usages of the generation variant with the usages of the specification data. This takes into accountthe usage check specified for the generation variant.

Graphic step 3:

If data records were selected, a further check is made for each of these selected data records. Herethe system compares the usages that led to the selection of a data record with the usages of thestatus entries. This again takes into account the usage check for the generation variant.

ResultOnly if no status entry is found that prohibits generation can the data record be printed on the report.

If a status entry exists that prohibits generation, a message is printed on the report between twomarkers {** ... **}. The report then has the status Gen. warning (GW) after generation.

For specification SUBS01, value assignment type State of matter, and value assignmentinstance 1:{**Status of value assignment not permitted: SUBS01,SAP_EHS_1013_001, 1**}

For specification SUBS01, identification category NAM, identification type PROD, andlanguage EN:{**Status of identifier not permitted: SUBS01, NAM, PROD, [E]**}

Editing Specification StatusesPrerequisitesSee Specification Status [Page 54], Prerequisites.

Before you can choose the Status tab, all data must be saved.

Procedure1. In the specification header data, choose the Status tab.

2. Enter data as required. Note the following:

Field Note

Status To switch a status to the next follow-on status, you have the following options:

• If the next status is clear, choose .

• If the next status is not clear, display the input help for the Status field to seeall valid follow-on statuses and make your selection.

When you create a new status entry, the Status field automatically has the initialstatus defined in the IMG activity Specify Statuses once you have confirmed.

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Valid from, Validto:

If you work without change numbers, a status entry is valid by default from01/01/0001 through 12/31/9999.

If you change an entry in the Valid from field so that the data record is split, youcan display both validity periods using the History function.

PUBLIC / DE / IP / valid from 01/01/0001 / valid through 12/31/9999is changed to:

PUBLIC / DE / IP / valid from 01/01/1998 / valid through 12/31/9999

Choose and then to change from the key date display to thehistory display. The following data records are displayed:

PUBLIC / DE / IP / valid from 01/01/0001 / valid through 12/31/1997

PUBLIC / DE / IP / valid from 01/01/1998 / valid through 12/31/9999

3. Confirm and save your entries.

You must save each time you move on.

To exit the Status tab page, you must have saved the data unless you choose Cancel.

If you have chosen Confirm, the Rating and Validity area fields are no longer ready forinput.

ResultIf a data record for the specification has an active usage for which a status entry applies that does notpermit changes, the icon is displayed for the data record and the data record can no longer beedited.

For an active usage, a status entry applies if there is a status entry on at least one day ofits validity interval that has the same rating and overlaps with the validity area of theusage (see also Change Not Permitted [Page 56]).

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ReferenceUseYou can use this function to assign one or more reference specifications to a specification (sourcespecifications of the reference or short references). In doing this the SAP System creates a link fromthe value assignments of the reference specification to those of the referencing specification. Thisgreatly reduces the amount of data that needs to be entered.

Using the where-used list for specifications [Page 82] function you can display allspecifications to which selected specifications are assigned as references (seeDetermining Usage as References [Page 85]).

PrerequisitesThe required reference must belong to a specification type that was specified in Customizing forProduct Safety in the IMG activity Specify Specification Types as a permitted source specification typefor the specification type of the referencing specification.

FeaturesThe following rules apply for references in the SAP System:

• If you assign a reference to a specification, a link is created to the specification from all valueassignments of the reference. In contrast to inheritance [Page 64] it is not possible in referencesto specify value assignment types directly using an inheritance template [Page 77] whose valueassignments are to be passed on.

No data is transferred outside the value assignments in referencing. The following, forexample, are not transferred:

– Identifiers

– Material assignments

• You can manually overwrite referenced value assignments. You can choose whether:

− The referenced value assignment is to be deleted and you re-enter the data

− The referenced value assignment is to remain as a template and you overwrite the data

In the property tree, every value assignment type that is assigned values via a referenceis marked with . If you overwrite the referenced value assignment manually, the symbolchanges to .

• If you assign several references to a specification, the value assignment types for thesereferences may not overlap.

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Value assgmt types

DensityDensity

Flash pointFlash point

. . .. . .

. . .. . .

IdentificationIdentification

First aidFirst aid

. . .. . .

Transfers to

Transfers to

Standard composition

Standard composition

pH valuepH value

ColorColor

Reference 1Reference 1

Referencing specificationReferencing specification

Reference 2Reference 2

Unique Value Assignments to be Transferred from Several References to OneReferencing Specification

• The system rejects the assignment of a reference if at least one of the following conditions isfulfilled:

− The planned reference is identical to the referencing specification (a specification may notreference itself)

− The planned reference has a specification type that does not permit the usage as a sourcespecification of the reference (see Prerequisites)

− The planned reference is being processed by another user

− The planned reference already has references itself (multilevel references are not allowed)

− The planned reference overlaps with at least one other reference of the referencingspecification in at least one value assignment type

− The planned reference transfers value assignments of at least one value assignment type thatthe user cannot change in the referencing specification because the user does not haveauthorization to do this

You can deactivate this authorization check in Customizing for Product Safety in the IMGactivity Specify Environment Parameters by means of the environment parameterSP_NO_AUTH_CHCK_REF_PROPS.

Activities• If you call a value assignment type that was transferred to the specification via a reference, the

value assignment is shown in display mode.

To edit the referenced value assignment you must call the edit mode using on the DisplaySpecification: Value Assignment screen.

• You create references while editing the header data [Page 39].

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InheritanceUseThis function enables you to pass on value assignments and identifiers from one specification(source specification) to another (target specification). To do this, you create an inheritancerelationship in which the source specification, the target specification, and the inheritance template[Page 77] are defined. The inheritance template controls:

• Which identifiers and which value assignments are passed on

• Whether the value assignments passed on can be edited and whether the data changes madeare temporary or permanent

• Whether inheritance relationships can be deactivated and reactivated if required

A specification can be a source or target specification in as many inheritance relationships as you likewith any inheritance template. Each target specification can itself act as a source specification andcan also pass the inherited data on again, with the result that multilevel inheritance is possible.

In the inheritance relationship, the source and target specifications are linked with each other in sucha way that a background job automatically updates the data in the target specification if you create,change, or delete the data to be passed on in the source specification. The SAP System alsospecifies in the inheritance relationship whether the inheritance request was created by the sourcespecification or by the target specification. Accordingly, the source specification or the targetspecification can have the role of requester. In the same way, the source specification or the targetspecification can have the role of acceptor, depending on which specification approves theinheritance request.

Inheritancetemplate 1

Specification 2

Target specificationRequester

Specification 1

Source specificationRequester

Specification 2

Target specificationAcceptor

Specification 1

Source specificationAcceptor

Inheritancetemplate 2

You can use authorizations to ensure that only authorized employees can request and approveinheritances (see Prerequisites).

IntegrationInheritance is an extension of the existing reference [Page 62]. Inheritances and references differ asfollows:

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Inheritance Reference

The inheritance template controls whichidentifiers and value assignments are passed onand which usage they must have in order to bepassed on.

All value assignments in the target specificationare passed on to the target specification withtheir usage. Identifiers are not passed on.

Individual value assignment instances of a valueassignment type can be overwritten in the targetspecification.

Only entire value assignment types can beoverwritten for the target specification, whichmeans that if you overwrite referenced data inthe target specification, the reference is deletedfor the entire value assignment type.

Multilevel inheritance is possible. Multilevel references are not possible.

Prerequisites• You have created the required inheritance templates as group entries in Product Safety (see

Editing Inheritance Templates [Page 78]).

• A specification cannot be a target specification in a reference and a target specification in aninheritance relationship at the same time, in other words a specification cannot receive data viareference and via inheritance at the same time. However, other combinations are possible, forexample:

− A specification can receive data via reference and pass on this data or other data.

− A specification can inherit data and pass it on via reference.

• In order for data to be inherited, it must correspond to the definition in the inheritance templateand fulfill the following conditions:

− The first time that data is inherited, there cannot be a status entry that does not permitchanges for the data to be passed on in the source specification (see Specification Status[Page 54]). If data that has already been passed on is edited subsequently in the sourcespecification, the data in the target specification is updated regardless of the status of thesource data.

− If a usage has been defined in the inheritance template, the data to be passed on mustcontain this usage and the Active indicator must be set. If you have set the All usagesindicator in the inheritance template, the data is passed on regardless of its usage, whichmeans that data is passed on even if the Active indicator is not set in its usage or if no usageat all has been specified for the data (see Editing Inheritance Templates [Page 78]).

• In the IMG activity Specify Environment Parameters in Customizing for Product Safety, you canuse the environment parameter INH_RESOLVE_STATUS_CONFLICT to specify whether thestatus of the target specification is to be taken into account for inheritance. If the status of thetarget specification is taken into account (value 0), there cannot be a status entry that does notpermit changes for the data in the target specification (for example, the status RE Released in thestandard system). Otherwise, the target specification cannot inherit the data. If no status isspecified for the target specification, the data in the target specification is classified as In process.

• In Customizing for Product Safety, you have processed the IMG activity Set Up Job forInheritance and scheduled the inheritance report to be event-controlled as described there.

• The source specification of an inheritance relationship must belong to a specification type thatwas specified in Customizing for Product Safety in the IMG activity Specify Specification Types asa permitted source specification type for the specification type of the target specification.

• The data to be passed on cannot be locked by another user. In the IMG activity SpecifyEnvironment Parameters in Customizing for Product Safety, you can use the environmentparameter INH_JOB_DELAY to specify after how many minutes the background job for theinheritance is rescheduled if data is locked.

• The source specification cannot be its own target specification. For this reason, the systemensures that no endless loops can occur at all levels of inheritance.

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• You need the following authorizations:

− To request inheritance, you need authorization to change the data to be inherited via theinheritance template for the requester (which can be the source or target specification). Thismeans:

• If you request inheritance for a target specification, you need change authorization for thecorresponding data (identifiers, value assignment types) in the target specification.

• If you request inheritance from a source specification, you need change authorization forthe corresponding data (identifiers, value assignment types) in the source specification.

− To be able to approve an inheritance request to the acceptor (which can be the source ortarget specification), you need the following authorizations for the acceptor:

• If the target specification is the acceptor, in other words if you want to approve theinheritance request of the source specification to the target specification, you needchange authorization for the target specification. In other words, the data read in thesource specification must be able to be created in the target specification.

• If the source specification is the acceptor, in other words if you want to approve theinheritance request of the target specification to the source specification, you needdisplay authorization for the source specification. In other words, the data to be created inthe target specification must be able to be read in the source specification.

You specify the change or display authorization in the authorization objectsC_SHES_TVH (specification value assignment with specification reference) andC_SHES_TRH (specification header).

FeaturesInheritance RelationshipsThe system displays all the inheritance relationships for a specification in its header data on theRelationship tab page (see Creating Inheritance Relationships Between Specifications [Page 72]):

• One area of the screen contains all the inheritance relationships in which the specification is thesource specification.

• One area of the screen contains all the inheritance relationships in which the specification is thetarget specification.

In both screen areas, a data record, in other words a row in the table, represents aninheritance relationship.

The following data is displayed for each inheritance relationship:

• Whether the inheritance relationship is active

• Whether the specification in whose header data the inheritance relationship is displayedrequested the inheritance, in other words whether it is the requester or acceptor

• Inheritance template for the inheritance relationship

• Status and approval status of the inheritance relationship

The approval status only occurs in the following combinations with the status of theinheritance relationship:

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Status Icon Approval Status Icon

Initial Requested

Ready to inherit Approved

Consistent Approved

Incorrect Approved

Initial Rejected

The statuses have the following meanings:

Status Meaning

Initial Data is not passed on until an authorized user has approved theinheritance request. The status changes to Ready to inherit.

Ready to inherit Data is ready to inherit and is passed on by the next background job.The status changes to Consistent or Incorrect.

Consistent Data is passed on by the background job and is consistent.

Incorrect Data could not be passed on.

From the Relationship tab page, you can edit inheritance relationships for the specification in thecorresponding screen areas:

• You can create [Page 72] inheritance relationships in which the specification is the source ortarget specification.

You can create an inheritance relationship between a source specification and as manytarget specifications as you want from the specification management hit list by selectingthe target specifications in the hit list and then specifying the source specification and theinheritance template (see Creating Inheritance Relationships Between Specifications[Page 72]).

The specification from which you create an inheritance relationship in the header data orfrom the hit list is automatically the requester in the inheritance relationship.

• You can approve or reject [Page 74] inheritance requests, in other words set the correspondingapproval status.

• You can deactivate and reactivate [Page 75] inheritance relationships.

• You can delete [Page 76] inheritance relationships. You can decide whether to merely delete thelink between the source and target specifications or whether the inherited data in the targetspecification should also be deleted.

An inheritance relationship is generally displayed for both specifications involved (for one specificationin the target part and for the other in the source part), regardless of which specification requested theinheritance.

Only when an inheritance request has been approved can the status of the inheritance relationshipchange from Initial to Ready to inherit. If you create an inheritance relationship and have the requiredauthorization for the acceptor (see Prerequisites section), the approval is automatically set to the

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status Approved. If you do not have the authorization required, the approval remains in the statusRequested until an authorized user manually approves the request:

Requester Acceptor

Data flow

Case A:Write authorization for source data usingTemplate 1

Write authorization for target data usingTemplate 1

Template 1

Inheritance status: Ready to inherit Approval status: Approved

Case B:Write authorization for source data usingTemplate 1

NO write authorization for target data usingTemplate 1

Inheritance status: Initial Approval status: Requested

Authorizations when you create a request:

Source Target

Case A:Write authorization for target data usingTemplate 2

Read authorization for source data usingTemplate 2

Inheritance status: Ready to inherit Approval status: Approved

Case B:Write authorization for target data usingTemplate 2

NO read authorization for source datausing Template 2

Inheritance status: Initial Approval status: Requested

Authorizations when you create a request:

Requester Acceptor

Data flow

Template 2

Target Source

Passing On DataThe background job for the inheritance is started as soon as an inheritance relationship is assignedthe status Ready to inherit. It is assigned this status in the following cases:

• The inheritance request has been approved manually or automatically.

• The inheritance relationship has the status Consistent and data (identifiers, value assignments, orthe usage of this data) has been created, changed, or deleted in the source specification for theinheritance relationship. For more information, see Effects of Changes to the Source SpecificationData [Page 71].

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• The inheritance relationship has the status Consistent and the inheritance template for theinheritance relationship has been changed.

The background job started updates the data in the target specification if it is not locked by a user. If itis locked, the background job is repeated periodically (see Prerequisites section). If the data has beenpassed on, the approval status of the inheritance relationship remains Approved and the statuschanges to Consistent (or to Incorrect if there are errors).

If an inheritance relationship is assigned the status Incorrect, the data is not updated inthe target specification by the background job. You then receive a message in your officeinbox in the system in which the error is explained. The status Incorrect occurs, forexample, if an identifier that already exists in the target specification is to be passed on.

On the Relationships tab page, you can:

• Display detailed information about the inheritance relationship using the function. You can check, among other things, whether the background job for theinheritance is scheduled and whether it is currently running.

• Restart the background job for the inheritance manually using the function andgive the background job a higher priority. As a result, this background job iscarried out next when the system is currently executing several background jobsin succession.

Furthermore, you can update the data displayed using the function and thereforecheck, for example, whether the data has been passed on after a background job thatwas started manually (the inheritance relationship is then consistent).

In the target specification, the background job for the inheritance only updates the value assignmentsof the value assignment types specified in the inheritance template. In the same way, only theidentifiers of the identification categories and types specified in the inheritance template are updated.In addition, the usage specified for the identifiers and value assignments in the source specificationmust match the usage specified in the inheritance template. If a higher-level validity area (forexample, REG_WORLD or REG_EU) is specified for the data in the source specification and thisvalidity area contains the validity area in the inheritance template (for example, DE), the data in thetarget specification is created with the validity area of the inheritance template.

Usage of the Data in theSource Specification

Usage (Rating, ValidityArea) in the Template

Usage of the Data to BePassed On to the TargetSpecification

PUBLIC/REG_EU PUBLIC/DE PUBLIC/DE

INTERNAL/REG_EU ALL/DE INTERNAL/DE

PUBLIC/DE PUBLIC/REG_EU Data record is not passedon.

PUBLIC/US PUBLIC/REG_EU Data record is not passedon.

Data record 1:PUBLIC/REG_WORLD

Data record 2:INTERNAL/REG_EU

ALL/US Data record 1: PUBLIC/US

Data record 2 is not passedon.

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Changes to Target Specification DataYou can only change or delete inherited data in a target specification in the following cases:

• You can change inherited identifiers or value assignments if you have set the Deactiv.inheritance relationships indicator in the inheritance template and deactivated the inheritancerelationship. For more information, see Deactivating and Activating Inheritance Relationships[Page 75].

• You can change inherited value assignments if you have set the Changes to targetspecifications or Exclusion from inher. indicator in the inheritance template. For more informationabout the indicators, see Editing Inheritance Templates [Page 78]. For information about how tochange value assignment instances that contain inherited data, see Editing Value Assignments[Page 100].

In the property tree, all value assignment types containing data that has been inherited orpassed on are marked by the icon.

Identifiers and value assignment instances containing data that has been inherited orpassed on are marked as follows:

• : Data record has been inherited.

• : Data record has been passed on to other specifications.

• : Data record has been inherited and passed on to other specifications.

• : Data record has been inherited and changed temporarily (only for valueassignment instances).

• : Data record has been inherited and changed permanently (only for valueassignment instances) or the inheritance relationship has been deactivated (forvalue assignment instances and identifiers).

ResultIn specification management or in the specification information system, you can search forspecifications that are contained in inheritance relationships and that fulfill specific search criteria (seeSpecification Search [Page 16]).

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Effects of Changes to the Source Specification DataIf you change the data in a specification that is the source specification in an active inheritancerelationship, the status of the inheritance relationship is reset to Ready to inherit. As a result, thebackground job for the inheritance is started, which may have the following effects, for example, onthe data in the target specification:

Change to the Source Specification Possible Effect on the Target Specification

Creating, changing, or deleting valueassignments and identifiers

If the value assignments and identifiers, includingtheir usage, correspond to the values specified inthe inheritance template, the corresponding valueassignments and identifiers are also created,changed, or deleted in the target specification.

If you change a value assignment, the Activeindicator is reset in the usage for this valueassignment as standard. If a usage has beendefined in the inheritance template, only data withan active usage can be passed on (see Inheritance[Page 64]). Resetting the Active indicator thenresults in the value assignment in the targetspecification being deleted. In the IMG activitySpecify Value Assignment Types in Customizingfor Product Safety, you specify for each valueassignment type whether the Active indicator isreset when a value assignment is changed.

Adding usages If you add a usage to a value assignment or to anidentifier, this may result in the values specified inthe inheritance template being fulfilled for the firsttime. The value assignment or identifier is thencreated in the target specification.

Changing usages If you change a usage for a value assignment or anidentifier, this may have the following effects:

• The values specified in the inheritancetemplate are fulfilled for the first time. Thevalue assignment or identifier is then created inthe target specification.

• The values specified in the inheritancetemplate are no longer fulfilled. The valueassignment or identifier is then deleted in thetarget specification.

Deleting usages If you delete a usage for a value assignment or anidentifier, this may result in the values specified inthe inheritance template no longer being fulfilled.The value assignment or identifier is then deletedin the target specification.

For more information about when value assignments and identifiers, including their usage, correspondto the values specified in the inheritance template, see Inheritance [Page 64].

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Creating Inheritance Relationships BetweenSpecificationsUseThis procedure describes how you create inheritance relationships between specifications. To do this,you have the following options:

• In the header data of a specification, you can create inheritance relationships in which thespecification is the target or source specification. In other words, you specify in the specificationheader data the specifications from which the specification inherits data or to which thespecification passes on data.

• From the specification management hit list [Page 36], you can create inheritance relationships inwhich specifications that you have selected in the hit list are target specifications. In other words,you specify the specification (source specification) from which the selected specifications inheritdata. You can create an inheritance relationship for one source specification in one step for asmany selected specifications as you like.

In both cases, the specification from which you create the inheritance relationship is the requester. Inother words, this specification requests the inheritance.

PrerequisitesSee Inheritance [Page 64].

ProcedureCreating Inheritance Relationships in Specification Header Data

1. In the Product Safety menu [External], choose Specifications → Edit specifications.

The Edit Specification: Initial Screen appears.

2. Search for the specification that is the requester in the inheritance relationship you want to create.To do this, execute one of the following procedures:

− Searching Manually for Specifications [Page 18]

− Executing Queries [Page 34]

− Loading Sets of Hits [Page 45]A set of specifications appears in the form of a hit list if the SAP System finds data recordsmatching the search criteria of the manual search or query or if the set of hits loaded containsspecifications that exist in the system.

If the specifications you are searching for are not contained in the hit list or if the search resultcontains too many hits, you can extend, refine, or reduce the hit list (see Basic Functions inthe Hit List [External]).

3. Select the required specification and choose .

The Edit Specification: Header screen appears.

4. Choose the Relationships tab page.

5. On the tab page, select a blank line in one of the tables as follows:

− Select a blank line in the upper table if the current specification is to inherit data from anotherspecification, in other words if the current specification is the target specification in theinheritance relationship.

− Select a blank line in the lower table if the current specification is to pass data on to anotherspecification, in other words if the current specification is the source specification in theinheritance relationship.

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6. Choose .

7. Enter the inheritance template and the source or target specification. When choosing theinheritance template, note that you can only assign inheritance templates to a target specificationif their value assignment types and identifiers do not overlap. Value assignment types andidentifiers only overlap if the usages specified in the inheritance templates overlap at the sametime.

Creating Inheritance Relationships from the Hit List

1. In the Product Safety menu [External], choose Specifications → Edit specifications.

The Edit Specification: Initial Screen appears.

2. Search for the specifications that are the requester and target specification in the inheritancerelationship you want to create. To do this, execute one of the following procedures:

− Searching Manually for Specifications [Page 18]

− Executing Queries [Page 34]

− Loading Sets of Hits [Page 45]

A set of specifications appears in the form of a hit list if the SAP System finds data recordsmatching the search criteria of the manual search or query or if the set of hits loaded containsspecifications that exist in the system.

If the specifications you are searching for are not contained in the hit list or if the search resultcontains too many hits, you can extend, refine, or reduce the hit list (see Basic Functions inthe Hit List [External]).

3. Select the required specification and choose Specification → Inheritance → Inherit from source.

4. Enter the inheritance template and the source specification. When choosing the inheritancetemplate, note that you can only assign inheritance templates to a target specification if theirvalue assignment types and identifiers do not overlap. Value assignment types and identifiersonly overlap if the usages specified in the inheritance templates overlap at the same time.

ResultThe inheritance relationship is assigned the approval status Requested ( ) and the status Initial( ). If you have the authorizations described under Inheritance [Page 64], the inheritancerelationship is automatically assigned the approval status Approved ( ) and the status Ready toinherit ( ). If you do not have the authorizations, an authorized user must approve the inheritancerequest [Page 74].

After an inheritance relationship has been assigned the status Ready to inherit, the background jobtransfers the data from the source specification to the target specification for the inheritance. Theapproval status remains Approved ( ) and the status changes to Consistent ( ) or, if there areerrors, to Incorrect ( ).

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Approving Inheritance RequestsUseThis procedure describes how you approve an inheritance request manually. Only when aninheritance request has been approved is the inheritance relationship assigned the status Ready toinherit and the corresponding data can be passed on from the source specification to the targetspecification for the inheritance by the background job.

Under certain conditions, inheritance requests are approved automatically when youcreate the inheritance relationship (see Inheritance [Page 64]).

Prerequisites• You have executed the procedure Editing Specifications [Page 38] and are on the screen for

editing the header data of the specification for which you want to approve an inheritance request.

• The inheritance relationship for which you want to approve the inheritance request has the statusRequested ( ).

For more prerequisites, for example concerning the authorizations required, see Inheritance [Page64].

Procedure1. Choose the Relationships tab page.

2. In the corresponding table, select the line of the inheritance relationship that you want to approve.

3. Choose .

ResultThe inheritance relationship is assigned the approval status Approved ( ) and the status Ready toinherit ( ). The next background job for the inheritance updates the data in the target specificationand sets the status Consistent ( ) or, if there are errors, Incorrect ( ).

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Deactivating and Activating Inheritance RelationshipsUseThis procedure describes how you deactivate an inheritance relationship and reactivate a deactivatedinheritance relationship.

After you have deactivated an inheritance relationship, the data in the target specification is no longerupdated when you change the corresponding data in the source specification. In addition, you canchange the data passed on (value assignments and identifiers) in the target specification. Thecorresponding value assignment instances and identifiers are then ready for input and are markedwith the icon.

If you reactivate the inheritance relationship, the system updates the data in the target specificationusing the data in the source specification. In other words, the data changed in the target specificationis overwritten by the data in the source specification, and data that has been changed in the sourcespecification is accordingly also changed in the target specification.

Prerequisites• You have executed the procedure Editing Specifications [Page 38] and are on the screen for

editing the header data of the specification for which you want to deactivate or reactivate aninheritance relationship.

• The inheritance relationship that you want to activate or deactivate, contains an inheritancetemplate [Page 77] in which the Deactiv. inheritance relationships indicator is set, in other wordsfor which the deactivation and reactivation of the inheritance relationship is permitted.

Procedure1. Choose the Relationships tab page.

2. In the corresponding table, select the line of the inheritance relationship that you want todeactivate or activate.

3. Choose .

ResultAn active ( ) inheritance relationship is deactivated ( ).

An inactive ( ) inheritance relationship is activated ( ).

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Deleting Inheritance RelationshipsUseThis procedure describes how you delete an inheritance relationship. You can decide whether thedata passed on to the target specification should also be deleted.

Prerequisites• You have the authorizations that you also require for approving an inheritance relationship (see

Prerequisites section under Inheritance [Page 64]).

• You have executed the Editing Specifications [Page 38] procedure and are on the screen forediting the header data of the specification for which you want to approve an inheritance request.

Procedure1. Choose the Relationships tab page.

2. In the corresponding table, select the line of the inheritance relationship that you want to delete.

3. Choose .

4. Specify whether the data passed on should also be deleted.

ResultAn inheritance relationship in the status Consistent ( ) is assigned the status Ready to inherit ( ).The next background job for the inheritance deletes the inheritance relationship from the header dataof the source and target specifications and, if required, also deletes the data passed on in the targetspecification.

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Inheritance TemplateDefinitionFilter in which the data transferred from a source specification to a target specification in inheritance[Page 64] is defined. Furthermore, the inheritance template controls whether data that has beenpassed on can be changed in the target specification.

UseThe inheritance template is required in inheritance in order to create inheritance relationshipsbetween specifications [Page 72]. In an inheritance relationship, only data that matches the criteria inthe inheritance template is passed on by the source specification.

The inheritance template is not dependent on a specification, in other words you can use aninheritance template for as many different specifications as you like.

StructureControlling the Data to Be Passed On (Data Filter)In the inheritance template, you specify the identifiers (identification category and type) and valueassignment types whose data is passed on by the source specification to the target specification.Furthermore, you specify the usage (rating and validity area) that this data must have in order to bepassed on. You have the following options:

• You can specify that the data for the identifiers and value assignment types is always passed on,irrespective of the usage.

• You can specify that the data for the identifiers and value assignment types is only passed on if aspecific usage is specified for this data in the source specification.

The data that you specify in the inheritance template cannot overlap. The system checks whetherthere are any overlaps between validity areas, ratings, or identification types (see Editing InheritanceTemplates [Page 78]).

Controlling Permitted Changes to Data That Has Been Passed OnIn the inheritance template, you can specify whether data that has been passed on can be changedtemporarily or permanently in the target specification and whether the inheritance relationship can bedeactivated and reactivated (see Editing Inheritance Templates [Page 78]).

IntegrationThe inheritance templates are created and edited in the group overview [Page 25].

An inheritance template that has already been used in an inheritance relationship can only bechanged if data that has already been passed on is not deleted by the change (see EditingInheritance Templates [Page 78]). In addition, changes to inheritance templates of this type cannot beundone once they have been saved.

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Editing Inheritance TemplatesUseThis procedure describes how you create and change an inheritance template.

Prerequisites• In the IMG activity Specify Groups in Customizing for Product Safety, you have defined the

groups that you require for inheritance templates. You have then assigned these groups to thegroup tree for inheritance templates in the IMG activity Specify Group Trees and Assign Groups.

• You have change authorization for the group of inheritance templates in which you want to createthe inheritance template or in which the inheritance template that you want to change is located.

Procedure1. In the Product Safety menu [External], choose Specifications → Edit specifications.

The Edit Specification: Initial Screen appears.

2. Choose Specification → Inheritance → Edit templates.

The Edit Inheritance Templates dialog box appears. The group overview [Page 25] of theinheritance templates is displayed.

You can also call the group overview of the inheritance templates in the same way fromthe Edit Specification: Hit List, Edit Specification: Header, or Edit Specification: PropertyTree screen.

Creating Inheritance Templates3. Position the cursor on the group in which you want to create an inheritance template and choose

.

The Create Inheritance Templates dialog box appears.

4. On the Hdr and Desc. tab pages, enter data as required, choose , and confirm the confirmationprompt by choosing Yes.

The inheritance template is added to the group as a group entry.

5. Choose the inheritance template by double-clicking the group entry.

6. If required, specify usages, identifiers, and value assignment types whose data, with the aid of theinheritance template, is to be used for inheritance. Note the following:

− If data (identifiers and value assignments) is to be passed on regardless of its usage, in otherwords if the usage specified for the data in the source specification is not to be taken intoaccount as a filter for the inheritance, set the All usages indicator. If you do not specify ausage and do not set the indicator, no data is passed on.

In general, only active identifiers and value assignments are passed on, in other wordsonly the identifiers for which the Active indicator is set. If you set the All usages indicatorin the inheritance template, inactive identifiers and value assignments as well asidentifiers and value assignments without a usage are passed on too.

− If all the identifiers in the source specification are to be passed on, in other words if all existingidentification categories and identification types are to be taken into account when identifiersare passed on, set the All identifiers indicator. If you do not specify any identifiers and do notset the indicator, no identifiers are passed on.

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− If value assignments of all the value assignment types in the source specification are to bepassed on, set the All value assignment types indicator. If only the data for certain valueassignment types is to be passed on, proceed as follows:

i. Choose .

ii. In the property tree, use the function to select the required value assignment typesand confirm the selection.

If you do not specify any value assignment types and do not set the All value assignmenttypes indicator, no value assignments are passed on.

− If you enter data in a row of the table under Usages or Identifiers and do not enter a value inone or more fields in the same row, all values for this field are taken into account forinheritance. In other words, this field does not restrict the data.

Usages

Rating Validity Area Category Validity Area Inheritance

PUBLIC <empty> <empty> All data rated as PUBLIC,regardless of the validity period

<empty> REGION REG_EU All data that applies toREG_EU, regardless of therating

Identifiers

Language IdentificationCategory

Identification Type Inheritance

<empty> NUM <empty> All numbers

<empty> NAM PROD Product names inall languages

− The data that you specify in the inheritance template cannot overlap. The system checkswhether there are any overlaps between validity areas, ratings, or identification types. Notethat in the inheritance template, usages are linked by an AND logic operation (if, however,you specify several usages for identifiers and value assignments of a specification inspecification management, these usages are generally linked by an OR logic operation). Oneexception to this rule is if you do not enter any data in the Rating field (this corresponds to theentry All ratings). In this case, the system checks whether the usages linked by OR overlap,provided that the validity area is not the same.

• Overlapping validity areas with the same rating

The validity areas are broken down according to countries and regions by the SAPSystem. The following entries are therefore not permitted:

� PUBLIC/DE and PUBLIC/REG_WORLD

� INTERNAL/DE and INTERNAL/DE_BW (DE_BW = region of DE)

� PUBLIC/DE and PUBLIC/<empty> (<empty> corresponds to “All validityareas”)

� Overlapping ratings with the same validity area

Ratings only overlap if you combine a certain rating with the entry <empty> (Allratings). PUBLIC/DE and <empty>/DE, for example, is therefore not permitted.

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Since the system checks whether the usages linked by OR and not by AND overlapwhen you enter<empty> (All ratings), you can, however, enter PUBLIC/DE and<empty>/REG_WORLD, for example.

� Overlapping identification types with the same identification category

Identification types only overlap if you combine a certain identification type with theentry <empty> (All identification types). NUM/CAS and NUM/<empty>, for example, istherefore not permitted.

7. If required, set one or more indicators under Permitted change options. You use these indicatorsto specify whether the value assignments passed on using the inheritance template can bechanged temporarily or permanently and whether the inheritance relationship can be deactivated:

− If you set the Changes to target specifications indicator, the value assignments that havebeen passed on can be temporarily overwritten in the target specification.

If value assignments that you have overwritten in the target specification are thenchanged in the source specification, the corresponding value assignments in the targetspecification are also replaced again by the value assignments in the sourcespecification.

− If you set the Exclusion from inher. indicator, the value assignments that have been passedon can be permanently overwritten in the target specification.

As soon as the value assignments that have been passed on have been overwrittenonce, changes made to the corresponding value assignments in the source specificationare no longer passed on to the target specification. The value assignments overwritten inthe target specification can be passed on again.

− If you set the Deactiv. inheritance relationship indicator, the inheritance relationship betweenthe source or target specification can be deactivated and reactivated as required.

• If the inheritance relationship has been deactivated and the data (identifiers and valueassignments) in the source specification is changed, the corresponding data in the targetspecification is not updated. You can overwrite the data that has been passed on in thetarget specification.

• If the connection is reactivated, the data in the target specification is updated again inaccordance with the source specification.

8. Choose and then .

Changing Inheritance Templates3. Double-click the inheritance template that you want to change.

4. Change usages, identifiers, and value assignment types as required whose data, with the aid ofthe inheritance template, is to be used for inheritance. Note that when you edit an inheritancetemplate that has already been used in an inheritance relationship, you can only change it if datathat has been passed on is not deleted. A corresponding warning is displayed if an inheritancetemplate that you want to change is already being used. When you change an inheritancetemplate, the system automatically prevents you from making changes to the inheritance templatethat are not permitted. In detail, this means that:

− You can add new identification categories and types since this results in a larger number ofidentifiers being passed on. However, you cannot delete existing identification categories andtypes.

− You can change usages if this does not restrict the data.

For example, instead of the validity area DE you can define all validity areas or aregion of DE, such as DE_BW, since all data records that are valid for DE_BW arealways valid for DE too because DE_BW is contained in DE.

− You can delete individual usages. As a result of usages being linked by an AND logicoperation in the inheritance template, the inheritance template is restricted less if you delete ausage.

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For example, you can delete the usage INTERNAL/US from the usages PUBLIC/DEand INTERNAL/US.

− You cannot replace an individual usage with another (for example, PUBLIC/DE withPUBLIC/FR).

− You cannot reset the All usages, All identifiers, or All value assignment types indicators ifthey are set. However, you can set them if they have not yet been set.

When you enter data, also note the information given in the Creating Inheritance Templatessection.

You can no longer undo changes that you make to an inheritance template already beingused in an inheritance relationship after you have saved the data, since the backgroundjob may pass on the corresponding data immediately.

5. Choose and then .

ResultYou can use the inheritance template in inheritance [Page 64] in order to create inheritancerelationships between specifications [Page 72].

If you have changed an inheritance template that is used in an active and consistent inheritancerelationship, this inheritance relationship is assigned the status Ready to inherit. The system thenstarts the background job for the inheritance. This background job updates the data in the targetspecification in accordance with the changed inheritance template.

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Where-Used List for SpecificationsUseIn the standard system, a where-used list is supplied with which you can determine specifications thatcontain the specifications selected in the hit list in one or more of the following ways:

• The selected specifications are contained in compositions or listings as components.

• The selected specifications are specified as references.

• The selected specifications are specified in the transport classification.

You also have the option of defining your own where-used lists in Customizing for Product Safety inthe IMG activity Manage User Exits using user exits of the user exit category SUB_USAGE (where-used list in the hit list). If you specify a number of user exits for where-used lists for a specificationcategory, a dialog box appears in the application in which a list of all where-used lists for thespecification category is displayed. You can enter the following information:

• You can specify whether the where-used lists are linked logically with AND or OR.

• For each where-used list you can specify parameters on the basis of which the where-used list isexecuted, that is on the basis of which specifications are searched for.

You can only specify parameters for a number of where-used lists if these where-usedlists provide specifications of one specification category only as the result.

If you have defined only one user exit for a specification category, a dialog box appears in theapplication in which you specify the parameters.

IntegrationYou can also include a where-used list for specifications as a search step in a query [External] (seeCreating a Specification Search Directly as a Query [Page 26]). The selection of individualspecifications from the where-used list will be lost, however, meaning that the where-used list is runwhen the query is executed for all specifications in the hit list.

Activities• Determining Usage as Components [Page 82]

• Determining Usage in Transport Classifications [Page 84]

• Determining Usage as References [Page 85]

Determining Usage as ComponentsUseYou use this procedure to determine specifications that contain the specifications selected in the hitlist as components in compositions or listings.

You can decide whether you want to determine specifications that contain the selected specificationsas direct only or as direct and indirect components. A specification A is an indirect component of aspecification B if the composition or listing of specification B contains specification A only as acomponent of a composition or listing contained in it. It makes no difference whether specification A ispresent in the contained composition or listing as a direct or indirect component, meaning that when

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searching for indirect components, the system searches the contained compositions and listings rightdown to the deepest level.

PrerequisitesYou have run a specification search [Page 16] or loaded a set of hits [Page 45] and are located on thehit list screen.

Procedure1. In the hit list, select the specifications for which you want to determine specifications that contain

the selected specifications as components in compositions or listings. If you do not selectanything, the system determines the corresponding specifications for the first specification in thehit list.

2. Choose .

Depending on whether you have defined one or more where-used lists for the specificationcategory in Customizing for Product Safety in the IMG activity Manage User Exits, differentdialog boxes will now appear:

− If you have not defined any other where-used lists in addition to the where-used list suppliedin the standard system for the specification category, the Where-Used List: Components andReference Parameters dialog box appears immediately.

− If you have defined other where-used lists in addition to the where-used list supplied in thestandard system for the specification category, the Where-Used List: <Specification category>dialog box appears. In this dialog box for the where-used list Component/TransportCl./Reference... choose .

The Where-Used List: Components and Reference Parameters dialog box appears.

3. Choose Composition and make sure that the Transport classification and Referenced indicatorsare not set.

4. Execute the following steps if you want to determine specifications that contain the selectedspecifications as components only in specific compositions or listings:

a. Choose beside Property tree.

The Property Tree dialog box appears.

b. Select the required compositions or listings and choose .

5. Choose Indirect components if you want to determine specifications that contain the selectedspecifications as direct and indirect components. As standard, the system determines onlythose specifications that contain the selected specifications as direct components.

6. Choose .

ResultA new set of specifications appears in the form of a hit list. Choose to return to the original hit list.

If you have defined a number of where-used lists in Customizing for Product Safety, the system takesinto account in the search all where-used lists for which you have specified parameters. If you haveentered parameters for a number of where-used lists, you can specify whether the where-used listsare linked with AND or OR in the search, that is whether the specifications found must fulfill all or atleast one of the where-used lists specified.

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Determining Usage in Transport ClassificationsUseYou use this procedure to determine specifications in whose transport classification the specificationsselected in the hit list are specified.

PrerequisitesYou have run a specification search [Page 16] or loaded a set of hits [Page 45] and are located on thehit list screen.

Procedure1. Select the specifications for which you want to determine specifications in whose transport

classification the selected specifications are specified. If you do not select anything, the systemdetermines the corresponding specifications for the first specification in the hit list.

2. Choose .

Depending on whether you have defined one or more where-used lists for the specificationcategory in Customizing for Product Safety in the IMG activity Manage User Exits, differentdialog boxes will now appear:

− If you have not defined any other where-used lists in addition to the where-used list suppliedin the standard system for the specification category, the Where-Used List: Components andReference Parameters dialog box appears immediately.

− If you have defined other where-used lists in addition to the where-used list supplied in thestandard system for the specification category, the Where-Used List: <Specification category>dialog box appears. In this dialog box for the where-used list Component/TransportCl./Reference... choose .

The Where-Used List: Components and Reference Parameters dialog box appears.

3. Choose Transport classification and make sure that the Composition and Referenced indicatorsare not set.

4. Choose .

ResultA new set of specifications appears in the form of a hit list. Choose to return to the original hit list.

If you have defined a number of where-used lists in Customizing for Product Safety, the system takesinto account in the search all where-used lists for which you have specified parameters. If you haveentered parameters for a number of where-used lists, you can specify whether the where-used listsare linked with AND or OR in the search, that is whether the specifications found must fulfill all or atleast one of the where-used lists specified.

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Determining Usage as ReferencesUseYou use this procedure to determine specifications for which the specifications selected in the hit listare specified as references.

PrerequisitesYou have run a specification search [Page 16] or loaded a set of hits [Page 45] and are located on thehit list screen.

Procedure1. In the hit list select the specifications for which you want to determine specifications for which the

selected specifications are specified as references. If you do not select anything, the systemdetermines the corresponding specifications for the first specification in the hit list.

2. Choose .

Depending on whether you have defined one or more where-used lists for the specificationcategory in Customizing for Product Safety in the IMG activity Manage User Exits, differentdialog boxes will now appear:

− If you have not defined any other where-used lists in addition to the where-used list suppliedin the standard system for the specification category, the Where-Used List: Components andReference Parameters dialog box appears immediately.

− If you have defined other where-used lists in addition to the where-used list supplied in thestandard system for the specification category, the Where-Used List: <Specification category>dialog box appears. In this dialog box for the where-used list Component/TransportCl./Reference... choose .

The Where-Used List: Components and Reference Parameters dialog box appears.

3. Choose Referenced and make sure that the Transport classification and Composition indicatorsare not set.

4. Choose .

ResultA new set of specifications appears in the form of a hit list. Choose to return to the original hit list.

If you have defined a number of where-used lists in Customizing for Product Safety, the system takesinto account in the search all where-used lists for which you have specified parameters. If you haveentered parameters for a number of where-used lists, you can specify whether the where-used listsare linked with AND or OR in the search, that is whether the specifications found must fulfill all or atleast one of the where-used lists specified.

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IdentificationUseThis function enables you to clearly identify a specification using various identifiers. An identifier isdefined in the following way:

• The identification category generally specifies the data type. The categories name, number, andchemical formula are delivered in the standard system.

• The identification type gives a more exact description of the identification category.

IntegrationThe SAP System enables you to output identifiers on reports.

PrerequisitesIn Customizing for Product Safety, you have carried out the following IMG activities:

• In the IMG activity Check Identification Listing, you define the identifiers to be displayed on theindividual program screens (on the hit list, in value assignment, for example). For an identificationlisting, you can define:

– The maximum number of identifiers to be displayed for an item

– That an identifier is to be displayed only if a particular regulatory list is assigned to it

• In the IMG activity Check Identification Types you define the identification types. For eachidentification type you can also specify the following:

– Specification category to which a specification must belong so that an identifier of theidentification type can be assigned to it

– The maximum length of an identifier

– A check function that checks whether the entry for an identifier is correct

– Whether an identifier of the category Name is language-dependent

– Whether lowercase letters are to be changed to uppercase

– Whether special characters are allowed

– Whether an identifier of the category Chemical formula is assigned to a document

For the specification category Substance you can, for example, specify the followingidentification types:

IdentificationCategory

Identification Type

Name IUPAC name, product name, synonym, trivial name, trade name,and so on

Number CAS number (Chemical Abstract Service), EINECS (EuropeanInventory of Existing Commercial Chemical Substances), ELINCS(European List of New Chemicals), UN number (UN list fordangerous goods transports), and so on

Chemical formula Empirical formula, rational formula (a chemical formula structuredaccording to chemical function units), and so on

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FeaturesYou can:

• Create any number of identifiers for a specification. Within an identification type, you can alsodefine the sort sequence as required.

• Enter a text of any length using the R/3 Editor for each identifier

• Assign regulatory lists [Page 88] to each identifier

• Specify a usage [Page 112] for each identifier

ActivitiesEditing Identifiers [Page 87]

Editing Usages [Page 113]

Editing Identifiers1. Follow the procedure Editing Specifications [Page 38]. Choose the function.

2. Choose the Identifiers tab page.

3. Enter data as required (see also Example: Editing Identifiers [Page 87]).

Note the following:

– The identification type depends on the identification category.– Choose a language key for language-dependent identifiers.– Double-click the Identifier field to call the long text editor.

4. Confirm and save your entries.

5. If necessary, enter a usage [Page 112] for the identifier and assign it to a regulatory list [Page 88](see Editing Usages [Page 113] and Assigning Regulatory Lists [Page 88]).

Example: Editing IdentifiersA specification was created for the real substance chloroform. The following identifiers could havebeen entered for it:

ID categ. ID type L Sort. IdentifierNUM CAS 1 67-66-3

NUM EINECS 1 200-663-8

NAM IUPAC E 1 Chloroform

FRM MOLEC 1 CHCl3

Legend for identification category (ID categ.): NUM = number, NAM = name, FRM = chemical formula

Legend for identification type (ID type): CAS = CAS number (Chemical Abstract Service), EINECS =EINECS (European Index of Existing Chemical Substances), IUPAC = International Union of Pureand Applied Chemistry, MOLEC = molecular formula

Legend for language key (L): E = English

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Regulatory ListDefinitionList or register specified in laws or regulations.

Regulatory lists include, for example, the substance lists in which substances with certainproperties are listed. The substances are generally compiled into lists taking legalregulations into account. Typical substance lists are:

• EINECS (European Inventory of Existing Chemical Substances)

• TSCA (Toxic Substances Control Act)

UseThe SAP Product Safety component enables you to assign regulatory lists [Page 88] to individualidentifiers and to record the regulatory list in which those identifiers originated. For example, you canassign substance lists to identifiers that describe specifications of the specification categorySubstance.

You can:

• Assign an identifier to one or more regulatory lists

• Assign a regulatory list to one or more identifiers

You edit regulatory lists in regulatory list management [Page 184].

Assigning Regulatory ListsPrerequisitesYou have created the regulatory list in regulatory list management [Page 184].

Procedure1. Follow the procedure Editing Identifiers [Page 87] and select the identifier to which you want to

assign a regulatory list.

2. Choose .

The Edit Specification: Regulatory Lists dialog box appears.

3. Enter one or more regulatory lists in the Reg. list field.

4. Confirm your entries.

5. Save your entries.

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Material AssignmentUseYou can use this function to assign any number of materials from the SAP Material master componentto a specification in the SAP Product Safety component, thereby creating a link to further logisticprocesses.

The material contains logistics data, such as price, weight, and dimensions. This data depends on anarticle’s packaging size or trading units.

The specification supplies the data on the properties. This data is independent of a article’s packagingsize or trading units.

If the material carries the environmentally relevant indicator and a delivery is posted to this material,the SAP System checks whether the material is assigned to a specification that requires a materialsafety data sheet, and then, if necessary, triggers material safety data sheet shipping [External].

RelationRelation

1:n

n:1

0:1 Chromous salts

SubstanceSubstance

Acetone p.a.Acetone p.a.

MaterialMaterial

Superglue

Öl5 Liter

Oil1 liter

SAE15-W40

SAE15-W40 Oil

SAE 15-W40

Resin

Hardener

1:1

Assignment Options: Material to Specification of Specification Category Substance

Prerequisites• You have created the materials in the material master of the SAP Materials Management

component.

• In the Basic data 2 view of the material master, you must set the Environmentally relevantindicator for materials that require a material safety data sheet.

• The specification must belong to a specification type for which the Mat. assignment indicator hasbeen set in the IMG activity Specify Specification Types.

FeaturesYou can:

• Assign one or more materials to a specification (such as a real substance)

• Assign one material to several specifications (such as real substances)

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• Specify a plant for a material

After you have assigned a material and plant, the SAP System checks whether

• The material and plant exist

• The material exists in the plant

The combination of material and plant must be a valid plant material.

• The material-plant combination is unique

The combination may only be assigned once to one specification only. You must enter thematerial either always without a plant, or always with a plant.

If you do not enter a plant for a material, the assignment is valid for all plants in which thematerial occurs.

For more information, see the application help for the SAP component Material master (LO-MD-MM).

In the standard system, the material short text for assigned materials is output in the SAP ProductSafety component on the Material assignments tab page. In Customizing for Product Safety the SAPenhancement C1060001 is available for you to use in the IMG activity Develop Enhancement forMaterial Names. You can use this enhancement to output other material descriptions in addition to thematerial short text (for example, descriptions from the material classification).

ActivitiesAssigning Materials [Page 90]

Assigning MaterialsPrerequisites• You have created the materials in the material master of the Materials Management SAP

component.

• The specification belongs to a specification type for which the Mat. assignment indicator has beenset in the IMG activity Specify Specification Categories in Customizing for Product Safety.

For more information on the automatic shipping of material safety data sheets, see:

• The Report Shipping SAP component under Report Shipping: Process [External] and AutomaticReport Shipping [External]

• Customizing for Product Safety under Report Shipping and in the subsequent IMG activities

Procedure1. Follow the procedure Editing Specifications [Page 38]. Choose the function.

2. Choose the Material Assignments tab page.

3. In the Material field, enter the material key.

You can use the editing functions from the Edit menu for selected materials.

4. If required, limit the assignment to one or more plants.

5. Save your entries.

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Value AssignmentUseYou use this function to enter structured specification data and information. You enter valueassignment via the property tree [Page 98]. The tree gives you a clear, multilevel arrangement of theindividual subject areas. Within value assignment you can enter a source, any comments, and anassessment for a data record, that is for a value assignment instance [External].

Usage [Page 112] is a special feature that specifies a level (or rating) at which a value assignmentinstance may be accessible. It also specifies which validity area the value assignment instance has(see Report Selection [External]).

The value assignment depends on the following objects:

• The value assignment category generally specifies the data type. You can use the followingcategories:

– Value assignment category Property [Page 96]

– Value assignment category Composition [Page 96]

– Value assignment category Listing [Page 97]

Other value assignment categories exist for the component Dangerous GoodsManagement. These include the value assignment categories Transport classification,Dangerous goods additional data, and Hazard-inducing substances.

• You can assign value assignment types to each value assignment category in Customizing forProduct Safety in the IMG activity Specify Value Assignment Types. You assign a class of classtype 100 (value assignment) to each value assignment type. You edit the class in the SAPcomponent Classification System (see Example: Value Assignment Types [Page 97]).

• You can create characteristics for each class that are then passed on to the correspondingvalue assignment type. After you have included the value assignment type in the property tree inthe IMG activity Set Up Property Trees and have carried out the Match up value assignment type- characteristics function in master data matchup [External], you can call the value assignmenttype in SAP Product Safety and enter actual values for the characteristics (see Value AssignmentTypes and Characteristics Setup [Page 93]).

IntegrationYou can use all the data in the value assignment in reports. You use the Usage function to ensurethat only the characteristic values that are permitted for the report recipient are output.

Prerequisites• You have set up a property tree in Customizing for Product Safety (see Prerequisites under Using

the Property Tree [Page 98]).

• So that you can use phrases for characteristic value assignment, you must have entered orimported phrases in phrase management (see Phrase Editing [External]).

• You can only view and edit value assignment types for which you have appropriate authorization.

FeaturesThe individual value assignment types are listed in the property tree in the SAP Product Safetycomponent. For each value assignment type, you can enter any number of value assignmentinstances in value assignment, unless you have deactivated multiple value assignment for the valueassignment type in Customizing for Product Safety in the IMG activity Specify Value AssignmentTypes.

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All value assignment types contain the following standard functions:

• Assessment [Page 104]

• Source [Page 105]

• User-defined texts and documents [Page 106]

• Usage [Page 112]

For the value assignment types composition and listing, Product Safety also has the compositionsand listings [Page 109] function.

The value assignment types required by the Dangerous Goods Management componentcontain additional functions that are assigned to them via their inclusion in the valueassignment categories Transport classification, Dangerous goods additional data, orHazard-inducing substances. For more information on editing dangerous goods basicdata, see the section Dangerous Goods Basic Data [External] (in the Dangerous GoodsClassification Process [External]).

Each value assignment type contains an overview table of the existing value assignment instances. Inthe standard system, the system displays the source, the reference, and the user-defined text orassigned document for each value assignment instance in the table. In Customizing for ProductSafety the SAP enhancement C1B40001 is available for you to use in the IMG activity DevelopEnhancement for Value Assignment Information. You can use this enhancement to output moreinformation in the overview table.

In Customizing for Product Safety in the IMG activity Specify Value Assignment Types you can alsospecify the following for each value assignment type:

• You can specify which tab pages are displayed for a value assignment type and in which order.

• You can specify whether a value assignment of the value assignment type should be setautomatically to active. Here the system distinguishes between copying, creating new data, andchanging data.

• You can specify whether a value assignment type is to be used only internally and should nottherefore be displayed in the property tree.

• You can specify that the value assignment type for specifications that belong to certainspecification types should be hidden in the property tree.

• You can specify for a value assignment type (of the category Composition or Listing) that onlyspecifications belonging to certain specification types can be specified as components.

• You can assign a usage profile [Page 114] to a value assignment type, from which the rating andvalidity area are proposed automatically.

• You can assign an identification listing to a value assignment type (of the category Composition orListing). This then overrides the standard identification listing D_VALPOS in the componentoverview. This means you can specify which identifiers are displayed in the value assignmentscreen for the components.

• You can specify a function module to branch to your own dialog box when you call a valueassignment type.

ActivitiesEditing Value Assignments [Page 100]

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Value Assignment Types and Characteristics SetupEach value assignment type is represented by a class of class type 100. In the Classification SystemSAP component, you can assign any number of characteristics to a class. See also CreatingCharacteristic Fields in EH&S [Page 94].

In Customizing for Product Safety, a value assignment type is assigned to each class. In this way, thevalue assignment type inherits the characteristics of the class. Value assignment types can be ofcategories property, composition, or listing.

Characteristics can have the following data types:

• Numerical characteristics

• Number range numerical characteristics

• User-defined alphanumerical characteristics

• Predefined format characteristics (alphanumerical)

• Phrase library-related characteristics (data type CHAR30)Numerical characteristics feature a default unit of measurement. In fields such as these, you onlyneed to enter the value as a number. The unit of measurement is added after you have chosenConfirm.

You can only use other units of measurement, if these are contained in the R/3 unit of measurementtable, feature identical dimensions, and if the conversion parameters have been maintained.

If you have created new characteristics, you must execute the Match up value assignment type -characteristics function in master data matchup to update the display.

– For more information on the Classification System (CA-CL) component, refer tothe SAP Library under CA - Cross-Application Components → ClassificationSystem (CA-CL).

– We recommend using the IMG activity Adopt Standard Database Structure toadopt the standard value assignment types and characteristics.

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Relationship Between Value Assignment Type and Class

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Creating Characteristic Fields in EH&SUseThe SAP Environment, Health and Safety (SAP EH&S) component uses fields that were created as acharacteristic in the SAP component Classification System. The characteristics are passed on to thecorresponding value assignment type via the assignment of the class to a value assignment type inEH&S Customizing. In this way, you can create other characteristics and assign them to the individualvalue assignment types.

You can also assign a phrase set to a characteristic that has the data type CHAR 30. This means thecharacteristic field can be assigned values using phrases from this phrase set.

In the SAP component Product Safety the property tree is made up of different valueassignment types. Every value assignment type has a class assigned to it in Customizingfor Product Safety in the IMG activity Specify Value Assignment Types. Thecharacteristics of the class are therefore also assigned to the value assignment type (seeValue Assignment Types and Characteristics Setup [Page 93]).

In the SAP Industrial Hygiene and Safety component, the following data can be editedusing value assignment types, for example:

• Industrial hygiene and safety data

• Additional information incident/accident log

• Additional information person affected

PrerequisitesThe value assignment types are assigned to the corresponding classes in Customizing for ProductSafety.

The classes must be assigned to the class type 100 (value assignments) in the SAP componentClassification System.

ProcedureCreating Characteristics in the Classification System and Assigning Them to a Class

1. Choose Logistics → Central functions → Classification → Characteristic → Create and create thecharacteristic. If you want to assign phrases to the characteristic, you must create the data typeCHAR (character format) with the length 30 in the Create Characteristic: Basic Data screen.

For more information, see the SAP library under CA - Cross-Application Components ->Classification System.

2. Choose Logistics → Central functions → Classification → Class → Change. Call the requiredclass and assign the newly created characteristic to the class.

3. In the corresponding SAP EH&S component, check whether the characteristic is displayed for thecorresponding value assignment type:

In the SAP Product Safety component, the appropriate value assignment type must be addedto a property tree in the IMG activity Set Up Property Trees. You can call the valueassignment type in the property tree and check whether the newly assigned characteristic isdisplayed (see Value Assignment [Page 91]).

Call the value assignment type directly in the SAP industrial hygiene and safety datacomponent. If, for example, you have assigned other characteristics to the class to which thevalue assignment type Industrial hygiene and safety data is assigned, choose the functionIndustrial hygiene and safety data to check for a work area in the SAP Industrial Hygiene and

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Safety component. The new characteristic is displayed on the Edit Work Area: IndustrialHygiene and Safety Data screen.

The Classification System makes it possible for you to define dependencies betweencharacteristics and characteristic values using object dependencies. For example, youcan specify that characteristic B is only ready for input if characteristic A was assignedvalues, or that the value D can only be selected in characteristic B if the characteristic Awas assigned the value C. For notes on characteristics you want to use in the SAPcomponent SAP EH&S and other information, see Customizing for Product Safety in theIMG activity Set Up Characteristics and the application help for the Classification System.

Assigning Phrases to the Phrase SetYou can also assign phrase sets to characteristics that have the data type CHAR 30. For thispurpose, you must create phrases and phrase sets and then assign them to each other:

4. In the Product Safety [External] menu choose Phrases →=Edit phrases and create the requiredphrases (see Creating Phrases [External]).

5. In the Product Safety [External] menu choose Phrases →=Edit phrase sets and create therequired phrase sets (see Creating Phrase Sets [External]).

6. Assign the required phrases to the phrase set (see Assigning Phrases to a Phrase Set [External]).

Alternatively you can assign a phrase set to phrases (see Assigning Phrase Sets [External]).

Assigning the Phrase Set to the CharacteristicTo update the view for the phrase set-attribute assignment for newly created characteristics, proceedas follows:

7. In the Product Safety [External] menu, choose Tools → Match up master data, set the Match upValAss type and char. indicator and choose (see also Master Data Matchup [External]).

Assign the phrase set to the characteristic as follows:

8. In the Product Safety [External] menu choose Phrases → Edit phrase set-attribute assignmentand navigate to the required characteristic. Assign the required phrase set (see also AssigningPhrase Sets to Attributes [External]).

In Customizing for Product Safety the SAP enhancement C14X0001 is available for youto use in the IMG activity Develop Enhancement for Phrase Sets. This allows you todynamically determine and assign phrase sets for characteristics depending on theruntime environment [External] and the current usage [Page 112].

Activating the Selection Help Display for Phrase SetsIn order for the phrase set to be displayed when the characteristics to which you have assigned aphrase set are called, you must activate the phrase-related characteristics:

9. In the Product Safety [External] menu, choose Tools → Match up master data, set the Activatephr. assgt to charac. indicator and choose (see also Master Data Matchup [External]).

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Value Assignment Category PropertyDefinitionThis object assigns values to a specification using numeric values or phrases.

UseThe value assignment category Property is divided into individual value assignment types that can besorted into groups in the property tree.

Typical descriptions for groups of value assignment types of the category Property are:

• Physical/chemical properties

• Toxicological properties

• First aid data

The Physical/chemical properties group, for example, can contain the following valueassignment types of the category property:

• Density

• Melting point

• pH value

Value Assignment Category CompositionDefinitionLists the ingredients of a specification with their concentrations.

Ingredients are substances that are still present in a substance after the manufacturingprocess has finished.

UseThe value assignment category Composition is divided into individual value assignment types. Thevalue assignment types can be set up based on the following criteria:

• Type of components of the composition

• The accuracy of the quantitative values

Typical value assignment types of the category Composition are:

• Exact chemical composition

• Exact composition from products

• Composition according to TSCA (Toxic Substances Control Act)

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Value Assignment Category ListingDefinitionListing of specifications without quantitative data.

UseThe value assignment category Listing is divided into individual value assignment types.

Typical value assignment types of the category Listing are:

• Substances to be monitored at the workplace

• Products of decomposition when heated

Example: Value Assignment TypesThe three value assignment categories Property, Composition, and Listing are divided into individualvalue assignment types.

If there are a large number of value assignment types, they can be sorted into groups, for example,physical-chemical properties.

Value Assignment Category Value Assignment TypeProperty

• Phys.-chem.properties

Density, color, acid number, and so on

• First aid First aid eye, first aid skin, and so on

• Toxicology Acute oral toxicity, acute toxicity on skin contact, andso on

• And so on

Composition Exact chemical composition, composition according toTSCA, and so on

Listing Substances to be monitored at the workplace,products of decomposition when heated, and so on

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Using the Property TreeUseThe property tree offers a structured display of all the value assignment types that you can edit [Page100] in the value assignment [Page 91] of specifications.

Prerequisites• You have set up a property tree by one of the following methods:

– In Customizing for Product Safety, you have performed the IMG activity Adopt StandardSpecification Database Structure.

You can carry out this IMG activity once only.

– You have imported a property tree (see Import and Export [External]).

– You have defined a property tree manually in Customizing for Product Safety in the IMGactivity Set Up Property Trees.

• You have the required authorizations.

In the SAP System, you can assign read and write authorization to a user for each node(including the root). A user can display an end node if that user has authorization for allnodes, including end nodes and the root.

FeaturesThe property tree is the starting point for editing value assignments of specifications. You can setwhich property tree is displayed as the default setting for each specification type in Customizing forProduct Safety in the IMG activity Specify Specification Types. If you do not specify a property tree fora specification type and there is no SET/GET setting, the property tree is displayed for which the Dindicator (default property tree for specification management) is set in the IMG activity Set UpProperty Trees.

In the IMG activity Specify Specification Types you can define for each specification type whether auser can switch between property trees in hit list. In this IMG activity you also specify the propertytrees from which the user can choose.

If a user has switched to a property tree, this is saved as a SET/GET parameter in the user settings.

Display of the Property TreeYou can change the appearance of the property tree using the following functions:

Function Procedure

You want to have the line on which the cursoris positioned as the first line on the screen.

Choose Edit → Subtree → Position subtree.

You want to position the node below the cursoras the root

Choose Edit → Subtree → Set focus.

The corresponding hierarchy is displayed asthe first line in the tree.

Report Symbols

Using Extras → Report symbols you can display the report symbols for a value assignment type andits characteristics.

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Origin of Value AssignmentValue assignment types can be assigned values using various methods. The method used isindicated by a particular character beside the value assignment in the property tree. Choose toupdate the display.

Origin of Value Assignment Icon

Manual assignment

Reference . The first identifier for the reference isdisplayed next to the icon.

By manually overwriting a reference . The first identifier for the reference isdisplayed next to the icon.

Inheritance See Inheritance [Page 64].

Help Texts for Value Assignment TypesYou can use F1 help to display long texts for the value assignment types in the property tree and invalue assignment. These long texts have been entered under Texts for the corresponding classes inthe Classification System.

ActivitiesUsing the Property Tree for Value Assignment1. Follow the procedure Editing Specifications [Page 38]. Choose the function.

2. Expand the property tree to the lowest level where the value assignment types are displayed.

3. Double-click the value assignment type you want to display.

The Edit Specification: Value Assignment screen appears (see Editing Value Assignments[Page 100]).

Copying Data Records of a Value Assignment Type1. For the specification whose data records you want to copy, follow the procedure Editing

Specifications [Page 38]. Choose the function.

2. In the property tree, select the value assignment types whose data records you want to copy bypositioning the cursor on them and choosing Edit → Select → Select subtree +/-.

3. Choose Edit → Copy.

All data records for the selected value assignment types, including the additional informationon source, usage, and so on, are copied to the clipboard.

This data is retained in the clipboard until you have exited the transaction or copied otherdata.

4. For the specification to which you want to copy the data records, follow the procedure EditingSpecifications [Page 38]. Choose the function.

5. Choose Edit → Paste.

All data records in the clipboard are copied for the current specification. All value assignmenttypes modified in this way are highlighted in the display.

Changing Property Tree

1. From the specification management hit list, choose Utilities → Settings → Property tree.

2. Enter the required property tree and confirm your entries.

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Editing Value Assignments1. Within the property tree [Page 98], double-click the value assignment type you want to edit.

The Edit Specification: Value Assignment screen appears. The tab page contains data for thefirst value assignment instance.

2. If you want to change another value assignment instance or create another value assignmentinstance in addition to the existing ones, proceed as follows:

− If you want to create a value assignment instance, enter the sort sequence in the table in anempty Sort (sort sequence) field and confirm your entry.

− If you want to change a value assignment instance, open it by double-clicking the Sort field forthe value assignment instance in the table.

– If the value assignment type you want to change contains data by reference[Page 62], the data for all value assignment instances of this value assignmenttype is displayed only. To edit this value assignment type, choose .

A dialog box appears in which you can choose whether you want to copy the valueassignments of the reference to edit them or whether you want to create new valueassignments, that is the value assignments of the reference are deleted in this valueassignment type. In both cases the data is not updated if you change data in thesource specification of the reference.

– If a value assignment instance you want to change contains data by inheritance[Page 64], the data is displayed only. You can change this data only if theinheritance template [Page 77] allows the data to be changed (see EditingInheritance Templates [Page 78]). To edit this value assignment instance, choose

.

A dialog box appears in which you can choose whether the inherited data is to betemporarily or permanently overwritten. The inheritance template also controlswhether data can be permanently overwritten. If you overwrite data permanently, thisdata is not updated if you change the corresponding data in the source specificationfor the inheritance.

3. Edit the value assignment instance by using the following procedures:

Editing Characteristic Values [Page 101]

Editing Assessments [Page 104]

Assigning Sources [Page 105]

Editing User-Defined Texts [Page 108]

Editing Usages [Page 113]

Editing Compositions and Listings [Page 110] (only for value assignment types of thecategory Composition and Listing)

• In Customizing for Product Safety in the IMG activity Specify Value Assignment Typesyou can specify the sequence of the tab pages in the value assignment screen for eachvalue assignment type. You can also hide individual tab pages. This means it is possiblethat you may not be able to execute some of the above procedures for certain valueassignment types because the required tab page is hidden.

• If you call value assignment in display mode, only data records to which active usagesare assigned are displayed. You must also have authorization for the usage.

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• If you call value assignment in editing mode, all data records are displayed. If you havealready assigned a usage to the data records, you must have editing authorization.Otherwise, the data records are displayed in display mode only.

4. If you require additional value assignment instances, create them and edit them as described.

You can use and to navigate to the previous and next value assignment type in theproperty tree.

Editing Characteristic ValuesPrerequisites• You have selected a value assignment type for which characteristic values can be edited. To do

this, the following settings are necessary in Customizing for Product Safety in the IMG activitySpecify Value Assignment Types:

− A class for which characteristics have been created is assigned to the value assignment type.

− The Value assignment tab page was not hidden for the value assignment type.

• If you have created new characteristics, you must execute the Match up value assignment type -characteristic function in master data matchup [External] so that the display of the characteristicsfor the corresponding value assignment types is updated.

• If you want to assign phrases to characteristics, you must assign the corresponding phrase setsto the characteristics in the phrase set-attribute assignment (see Assigning Phrase Sets toAttributes [External]).

• In master data matchup, you must carry out the (De)Activate phrase-rltd char. function so that youcan use the phrases from the corresponding phrase sets as input help when assigning values tocharacteristics.

Procedure1. In value assignment [Page 100] editing, choose the Value assignment tab.

2. Enter numerical values directly in the characteristic fields.

In phrase-related characteristic fields, you can either search generically in the characteristicfield or call the input help.

– Phrase Search in Characteristic Fields [Page 102]

– Input Help Editing [Page 102]

3. Confirm your entries and check the entries the system then adds to the characteristic fields (suchas units of measure).

4. Save your entries.

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Phrase Search in Characteristic FieldsFor the assignment to a characteristic, you can search for a phrase generically according to phrasetext or phrase code. You can search as follows:

• Single generic delimitation, <Iso*>, for example

• Double generic delimitation, <*15*>, <*chlor*>, for example

• Placeholder in the middle of a key. <Butan+l> stands for both butanol and butanal, for example.

• Combination of search methods, <*1234+678*>, for example

The system does not differentiate between lower case and upper case letters duringsearch runs.

Number of Hits Result

The SAP System finds one phrase. The phrase is displayed in the characteristic field.

The SAP System finds multiple phrases. The dialog box for input help appears. The results of thesearch are restricted according to the search criteriaentered.

See Input Help Editing [Page 102]

Input Help EditingThe input help consists of the following areas:

• The selected phrases (upper area)

• The rest of the phrase set (lower area)

You move a phrase from the lower to the upper area (or vice versa) by double-clicking it.

If a characteristic can only be assigned a single value, the phrase that you double-click in the phraseset is transferred to value assignment immediately.

You can use the editing functions displayed as icons in the dialog box. Note the following:

You can search for:

– Complete phrase keys

– Complete words

You cannot search generically.

Text/Long text You can switch between short and long text display.

You can print the list.

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Conversion of Units of MeasurementUseFrom the screens for displaying and editing value assignment types, you can convert characteristicvalues with a unit of measurement to other units of measurement within the same dimension usingthis function. If you convert frequently to the same units of measurement (for example, from °C to °F),you can define a unit of measurement profile and specify it in your user settings. The system thenuses the units of measurement in this profile automatically in the dialog box for converting units ofmeasurement.

The calculated values are for information purposes only and are not entered ascharacteristic values.

Prerequisites• You have specified the required unit of measurement profiles in Customizing for Product Safety in

the IMG activity Specify Unit of Measurement Profiles.

• You are on the Display Specification: Value Assignment or Edit Specification: Value Assignmentscreen.

ActivitiesConverting Units of Measurement

1. Choose Extras → Convert unit of measurement.

The Display Specification: Conversion of Units of Measurement or Edit Specification:Conversion of Units of Measurement dialog box appears.

2. Under Unit enter the unit to which you want to convert.

The system displays the converted values.

Changing Unit of Measurement Profiles

1. Choose Utilities → Settings → Unit of measurement profile.

2. Enter the unit of measurement profile and confirm your entry.

From then on the system uses the new unit of measurement profile when you convert units ofmeasurement.

Specifying Unit of Measurement Profiles in the User Parameters

1. Choose System → User profile → Own data.

2. In the Parameters tab page, enter the required unit of measurement profile for the ESUNITPROFparameter.

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AssessmentUseEach value assignment in the Product Safety SAP component has an assessment. The followingassessments are available in the standard system, for example:

• Not assessed

• Valid without restrictions

• Valid with restrictions

• Invalid

• Cannot be assessed

PrerequisitesIn Customizing for Product Safety, under the IMG activity Check Assessments, you define a standardassessment that is automatically assigned by the system to each value assignment you created. Youcan change these assessments if required.

ActivitiesEditing Assessments [Page 104]

Editing Assessments1. In value assignment [Page 100] editing, choose the Assessment tab.

2. Select the required assessment.

In Customizing for Product Safety in the Check Assessments IMG activity, you definewhich assessment is selected as default.

3. Save your entries.

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SourcesUseUsing the Sources function, you can record a source and an additional note for a data record (valueassignment instance) within value assignment.

FeaturesYou can import sources into the SAP System (see Import and Export [External]).

You can edit sources in Source Management [Page 183].

Additional information can be displayed for each source, for example:

• Type and description of source

• Author

• Date of publication

• Order number

• General remark on the source itself

ActivitiesAssigning Sources [Page 105]

Assigning SourcesPrerequisitesSources are imported into source management or are created manually (see Source Management[Page 183] and Source Import [External]).

Procedure1. In value assignment [Page 100] editing, choose the Sources tab.

2. Enter data as required.

3. Save your entries.

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User-Defined Texts and DocumentsUseTo describe a value assignment in more detail, you can enter any user-defined text for it or assigndocuments to it. In this context, a document is a file that can be managed in document management[External] (DMS), that is a document can be a text file, a construction drawing, or a graphic.

When importing specification data, characteristics can be assigned phrases that do not yet exist in theSAP System. In order not to lose the phrases, you can create them as characteristic-dependent user-defined texts.

PrerequisitesThe following prerequisites are necessary so that you can define characteristic-dependent user-defined texts:

• You have set the required user-defined text type as characteristic-dependent in the IMG activitySpecify User-Defined Text Types in Customizing for Product Safety.

In Customizing for Product Safety, you can also specify how many user-defined texts canbe assigned to a characteristic per user-defined text type. The system checks this whenyou assign user-defined texts to characteristics.

• In phrase set-characteristic assignment, you have assigned the required characteristic-dependentuser-defined text type together with a phrase set to a specific characteristic of a value assignmenttype.

Within a value assignment type, a characteristic-dependent user-defined text type may beassigned to a characteristic only once. You can assign another characteristic-dependentuser-defined text type to another characteristic of the same value assignment type.

The following prerequisites are necessary so that you can assign a document to a value assignment:

• You have created a document info record [External] for the document in document managementand stored the file for the document accordingly. So that a document can be printed on a report,you must store it in the SAP System or in a DMS archive. To do this, in the initial screens forcreating and changing documents in document management, choose Extras → Originals → File 1→ Check in SAP or Extras → Originals → File 1 → Check in archive.

• You have made the necessary settings in Customizing for Document Management.

• You have set the Document indicator for the user-defined text type in the IMG activity SpecifyUser-Defined Text Types in Customizing for Product Safety.

FeaturesUser-Defined TextsYou can use the R/3 Editor to enter texts of any length.

Characteristic-Dependent User-Defined TextsThe SAP Product Safety component enables you to assign user-defined texts to a particularcharacteristic of a value assignment type. You assign a phrase to the characteristic in question, forexample, see user-defined text, and, using the User-defined text function, create a text in the relevantcharacteristic-dependent user-defined text type.

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Documents

• Document management in the SAP System is used to store and manage documents.

• When you assign a document to a value assignment, you can use the input help in documentmanagement to help you search for documents.

• When you assign a document, the system inserts the short text in the Start of user-def. text fieldand behind it in brackets, the key of the document. If the document short text changes indocument management, this change is updated the next time you open the value assignmentscreen.

If a language was entered for the user-defined text, the short text is displayed according tothe following priority:

− User-defined text language

− If not available, system language

− If not available, English

− If not available, language that document management provides

• If the application for the respective document format is installed locally, you can display theassigned document directly from the User-def. texts/docs tab page by double-clicking it.

• You can print assigned documents on reports using the symbol for the start of a user-defined text.See also Symbol Type Symbol [External].

ActivitiesFor information on how to specify a user-defined text for a value assignment and assign a documentfrom document management, see Editing User-Defined Texts [Page 108] and Assigning Documents[Page 108].

Proceed as follows to assign a particular user-defined text type to a characteristic:

1. Choose one of the following:

− In the phrase set header, in phrase set names, in phrase assignment, or in the phrase set hitlist, choose Utilities → Attribute assignment.

− In the Product Safety [External] menu, choose Phrases → Edit phrase set-attributeassignment.

The property tree appears.

2. Double-click the value assignment type you want to edit.

The SAP System lists all characteristics for that value assignment type.

3. In the UserDfndTxtType field, enter the key for the required user-defined text type for acharacteristic.

4. Confirm and save your entries.

5. Choose Back.

See also:Assigning Phrase Sets to Attributes [External]

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Editing User-Defined Texts1. In value assignment [Page 100] editing, choose the User-def. texts/docs tab.

2. Enter data as required.

Proceed as follows to enter a longer text:

a. Enter a user-defined text type.

b. Double-click the Start of user-def. text field to open the long text editor.

c. Enter your text and go back.

When you enter a text of more than 132 characters, the system sets the long text editorindicator (L). You must then use the text editor to edit the text.

3. Save your entries.

Assigning Documents1. In value assignment [Page 100] editing, choose the User-def. texts/docs tab.

2. Use the input help to choose a user-defined text type for which the D (document assignment touser-defined text type) indicator was set and confirm your entry.

The start of user-defined text field is no longer ready for input and now has an input help thatyou can use to choose documents in the document management system.

3. Use the input help to choose the required document and confirm your entry.

4. Save your entries.

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Compositions and ListingsUseYou use this function to enter the individual components of a specification.For value assignment types of the category Composition you can enter additional quantitative values,whereas for value assignment types of the category Listing, you can list the components withoutdetails.

Using the Where-Used List for Specifications [Page 82] function you can display allspecifications that have selected specifications as components in compositions or listings(see Determining Usage as Components [Page 82]).

PrerequisitesAll components you want to assign to a specification must exist as specifications in specificationmanagement.

FeaturesWhen you choose a value assignment type of the value assignment category Composition or Listing,the system also displays the Composition or Listing tab page.

Value Assignment Types of Value Assignment Category Composition

Firstly you define the reference value for component entries for each composition, that is you definein which dimension the components are specified (such as weight, percent in weight, volume, percentin volume). The reference value then controls which units are available for specifying the componentproportions. You specify the reference values in Customizing for Product Safety in the IMG activitySpecify Reference Values for the Composition.You can specify the component type for each component. If you have defined a standard componenttype [Page 111] for a specification, this is proposed automatically as the component type when youenter the specification as a component in the composition.When you enter the concentration or quantity of individual components, you can make the followingentries:

• Average proportion

• Accuracy lower limit (<, <=, >, >=)

• Lower limit

• Accuracy upper limit (<, <=, >, >=)

• Upper limit

• Unit

Instead of a concentration you can also specify an exception value [External]. This allows you to entera remark on components of a composition for which no details about the concentration or quantity areavailable. You define exception values in the IMG activity Specify Exception Values for a Componentin Customizing for Product Safety.

Value Assignment Types of Value Assignment Category Listing

You can enter the respective components for these value assignment types without entering thecomponent type and concentration or quantity.

ActivitiesEditing Compositions and Listings [Page 110]

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Editing Compositions and ListingsPrerequisitesYou have carried out the Editing Value Assignment [Page 100] procedure.

Procedure1. Choose Composition or Listing.

2. Enter data as required.

3. Choose ENTER and save your changes.

Result• For value assignment types of category Composition, the SAP System checks if

− The lower limit is below the upper limit

− The average value falls between the upper and lower limit

− In the case of percentages, the total average value is <= 100%

The Value, Lower limit, and Upper limit fields are only taken into account if an entry hasbeen made there.

• If you have entered a sort sequence, the SAP System sorts the components when generatingreports according to this sequence (see Report Creation: Process [External]).

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Standard Component TypeUseYou can enter a standard component type for each specification. This is proposed to youautomatically by the system as the component type when you enter the specification as thecomponent of a composition [Page 109]. This makes data entry more efficient.

By assigning the standard component type SOLVENT to the specification for a solventthat is used frequently in many compositions in your enterprise, you do not need to enterthis component type every time you create a composition that contains the solvent.

PrerequisitesIn the IMG activity Specify Specification Types in Customizing for Product Safety, you have definedthe characteristic for the standard component type for the specification types of the component.

FeaturesYou can overwrite the proposed standard component type.

If you have not entered a standard component type for a component specification or if you have notdefined the characteristic for the standard component type in Customizing as described underPrerequisites, the system uses the component type you set as the default component type inCustomizing for Product Safety in the IMG activity Specify Component Types for Compositions as thestandard component type.

ActivitiesProceed as follows to enter the standard component type for a specification:

1. Follow the procedure Editing Specifications [Page 38]. Choose the function.

2. In the property tree, double-click the value assignment type that contains the characteristic youspecified in Customizing for the component specification type as the characteristic for thestandard component type.

The Edit Specification: Value Assignment screen appears (see Editing Value Assignments[Page 100]).

3. Enter the standard component type in the corresponding characteristic and save your entries.

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UsageUseFor each identifier and value assignment you can specify one or more usages in which you specifythe rating and the validity area of data.

You use the usage feature to ensure that only certain data that belongs to a particular rating (such asPUBLIC or INTERN) and a particular validity area (such as DE or US) is output on a report. When theSAP System generates reports, it compares the usage of the identifier or value assignment to beoutput with the usage of the report generation variant assigned to the report via Customizing (seeGeneration Variant [External]).

FeaturesUsage consists of the following elements:

• The rating specifies the users that can view an identifier or a value assignment.

• A validity area is a group of countries or regions valid for the corresponding rating. You canexclude countries from a validity area using the exclusion indicator.

To define the validity area Europe without Italy, enter Europe and Italy as validity areasand set the exclusion indicator for Italy.

Using the validity area category you can divide validity areas into organizational units. Forexample, you can also then define a particular plant or business area as a validity area. Youspecify validity areas and validity area categories in Customizing for Product Safety accordingto your requirements in the IMG activities Specify Validity Areas or Specify Validity AreaCategories. Depending on the validity area category, you can set up a dynamic input help forthe Validity area field and specify a function module that checks the entries in this field. Formore information, see the documentation for these IMG activities.

• The active indicator shows whether rating and validity area are active, and that the SAP Systemmay include the corresponding identifier or value assignment on a report.

• The relevancy indicator [Page 114] specifies whether a change is relevant to an existing identifieror value assignment for the rating and validity area. For this reason this indicator is particularlyimportant when generating reports.

You can define usage profiles [Page 114] in the IMG activity Specify Usage Profiles in Customizing forProduct Safety. In the IMG activity Specify Value Assignment Types you can then assign a usageprofile to each value assignment type from which the rating and validity area are proposedautomatically when you enter data for the value assignment type. In the SAP Product Safetycomponent you can also choose a usage profile from which the rating and validity area are proposedwhen you enter identifiers or value assignments for which no usage profile has yet been specified inCustomizing.

In the IMG activity Specify Value Assignment Types, you can also define whether the usage is to beset to active automatically for a value assignment type that is copied, created, or changed. Otherwise,you must reset the active indicator manually every time you edit the value assignment.

ActivitiesEditing Usages [Page 113]

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Editing UsagesUseThis procedure describes how you specify a usage [Page 112] for an identifier or value assignmentinstance.

PrerequisitesYou have authorization to edit usages. The same authorization object C_SHES_TDU is checked forthe usage of identifiers and value assignment instances.

Procedure1. Depending on whether you want to specify a usage for an identifier or value assignment instance,

execute the following steps:

− If you want to specify a usage for an identifier, proceed as follows:

i. Follow the procedure Editing Identifiers [Page 87].

ii. Select the identifier for which you want to specify the usage and choose .

− If you want to specify a usage for a value assignment instance, proceed as follows:

i. Follow the procedure Editing Value Assignments [Page 100].

ii. Choose the Usage tab page.

If you have set a usage profile [Page 114] for the value assignment type in Customizingfor Product Safety in the IMG activity Specify Value Assignment Types or for your user inthe SAP Product Safety component, the rating and validity area from it are proposedautomatically. This data is not proposed for a value assignment until you have saved thevalue assignment.

2. Enter a rating in the Rating field and confirm your entry.

The system marks with a checkmark the last entry you made and activates the fields for thevalidity area so you can make entries.

3. If the corresponding identifier or value assignment can appear on a report, activate the usageusing the Active indicator (see Usage [Page 112]).

If you want to mark a change made to an identifier or value assignment as relevant, set theRelevant indicator (see Relevancy Indicator [Page 114]).

4. For the rating, enter a validity area in the VAreaCat and Validity area fields and confirm yourentries.

• You can enter several validity areas for one rating.

• If you want to explicitly exclude the selected area from the validity area, set the exclusionindicator (Excluding).

• For selected validity areas, you can use the functions from the Edit menu.

5. Save your entries.

The validity area displayed on the screen is always related to the rating marked with acheckmark. Click a rating to display the validity area assigned to it.

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Relevancy IndicatorUseThe relevancy indicator specifies the identifiers and value assignments that are different incomparison with a previous report.

You can use the generation variant [External] to specify that changes on the report are visuallymarked, thus making them instantly recognizable. The relevancy indicator also affects the versionnumbering of a regenerated report (see also: Report Versioning [External]).

PrerequisitesThe relevancy indicator is only of significance if a previous report for the marked identifier or markedvalue assignment already exists.

To mark changes on the report, you must first have set the Generate Change Marks indicator in thereport generation variant.

FeaturesThe system takes the relevancy indicator into account for both manually and automatically generatedreports.

If the relevancy indicator is set for use with an identifier or value assignment, this means that

• The indicator is set in the report header You can manually deselect the indicator in the reportheader.

• When a report is regenerated, all the affected identifiers and value assignments are marked at theside of the text, as long as this is specified in the generation variant.

• The SAP System proposes the creation of a new main version for the report that was regenerateddue to a relevant change to specification data.

If an identifier or a value assignment is changed again, the system resets the relevancy indicator forthis indicator or value assignment. You must reset the indicator manually if the change is relevant.

Usage ProfileUseIn usage profiles you can specify frequently used combinations of ratings and validity areas. Thesystem proposes ratings and validity areas automatically under the conditions described in theFeatures section when you edit the value assignments [Page 91] and header data (identifiers [Page86], restrictions [Page 40], and specification status [Page 54]) of a specification.

PrerequisitesYou have defined the required usage profiles in Customizing for Product Safety in the IMG activitySpecify Usage Profiles.

FeaturesFor the ratings and validity areas to be proposed automatically from a usage profile when you edit theheader data and value assignments of a specification, you must specify the required usage profile inat least one of the following places:

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• You set it as a user-specific usage profile.

• You specify it in Customizing for Product Safety in the IMG activity Specify Value AssignmentTypes. There you can specify it individually for each value assignment type. In this IMG activityyou can also specify usage profiles for the specification status, the identifiers, and the restrictionsto the header data.

For each entry in the IMG activity Specify Value Assignment Types you specify whether the usageprofile from the IMG activity Specify Value Assignment Types or the user-specific usage profile haspriority.

ActivitiesProceed as follows to specify a user-specific usage profile:

1. From the screens for editing the header data of a specification or from the hit list, choose Utilities→ Settings → Usage profile.

2. Enter the usage profile and confirm your entry.

Secondary Data DeterminationUseIn secondary data determination, you can carry out the following activities:

• Derivation of data (secondary data) from existing data

The existing R and S phrases of the specification for individual ingredients are transferredvia a defined interface to an external system in which the R and S phrases forcompositions that contain these ingredients are determined. The derived secondary datais then transferred back to the SAP System.

• Checking the derived data

Data from the Product Safety SAP component can be updated using an import. If this datawas used to determine secondary data, you can check this secondary data and derive it againif necessary.

Features• Customer-specific enhancements with user exits

The derivation and checking of secondary data is carried out using function modules that areintegrated in user exit management in Customizing for Product Safety. You can also developyour own user exits in the same way.

In general, secondary data can be derived and checked in the SAP System or in an externalsystem.

• Notification Status [Page 174]

In the standard system, there is an example of secondary data determination and checkingfor notification status.

• EH&S Expert [Page 116]

Using the EH&S Expert supplementary application, you can define sets of rules and usethese sets to derive secondary data for data from the specification management.

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EH&S ExpertUseThe data stored in EH&S specification management is sometimes interdependent and properties canbe derived from other properties using rules. Using the EH&S Expert add-on application, you can:

• Define sets of rules [Page 118] and create and edit the corresponding mapping tables [Page 136]

• Derive secondary data for specification data using these sets of rules and mapping tables

For example, you can set up the system so that appropriate R and S phrases are derived for certainspecification data and are then stored in the SAP System accordingly.

IntegrationSee How the EH&S Expert Works [Page 116]

Prerequisites• You have executed all the steps as described in the IMG section EH&S Expert. This section

describes, for example, how you install the EH&S Expert and how you create the entries forsecondary data determination in user exit management that are needed for the EH&S Expert.

• If language-dependent data is to be written or read by the EH&S Expert, you must have set theMULTI_CODEPAGE_SUPPORT environment parameter in Customizing for Product Safety in theIMG activity Specify Environment Parameters.

ActivitiesUsing the Rule Editor [Page 152]

Determining Secondary Data with the EH&S Expert [Page 157]

How the EH&S Expert WorksThe EH&S Expert is an independent Windows PC program. This program communicates via RFCwith the EH&S database using a standardized BAPI interface.

EH&S Expert

RFC call

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The EH&S Expert is called from within EH&S. The call is passed on to the Expert server that runs onany PC. This server reads the specification data via the BAPI interface.

The input facts (IN) of the set of rules [Page 118] are filled with this data. Calculations are made withthe facts [Page 119] using the rules [Page 121] from the set of rules and thus new data for other factsis calculated. After all the rules have been processed, the output facts (OUT) are read out and writtento the specification database via the BAPI interface.

EH&S Expert

Call

Read data

Write data

“ComputeFP”

FP(IN) = 50Rphrase(OUT)...

...IF FP >20 AND FP < 55THEN Rphrase := “R10”END...

Specification 1 Flash point = 50°C

Specification 1 Flash point = 50°C R phrase = R10

= R10

The facts and rules of the EH&S Expert are stored in a rule file. The rule file is a text file that isautomatically created when rules are created using the rule editor. You can also create and edit therule file with any text editor.

The assignment of facts and other parts of the set of rules (records, compositions, internal phrases) tothe specification database elements (characteristics, value assignment types, phrase keys, and so on)is made in mapping tables [Page 136]. You can therefore create rules independently of thespecification database initially.

Mapping

EH&S Expert

- Characteristics- Value assignment types- Compositions- Phrase keys

- Facts- Records- Compositions- Internal phrases

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Set of RulesDefinitionA set of rules that describes the dependencies that exist between properties.

UseYou need a set of rules with the corresponding mapping tables to derive secondary data using theEH&S Expert.

StructureA set of rules consists of the following parts:

• Facts [Page 119] are used in the rules as variables for the data.

• Rules [Page 121] establish the relationships between the defined facts and derive data.

Compositions of specifications are mapped using the concept of compositions [Page 123], valueassignment types that have been assigned multiple values (meaning value assignment types with anumber of data records) using records [Page 125].

A rule file with a special syntax must be created for each set of rules. You can write this file with anytext editor. If you define a set of rules with the EH&S Expert rule editor, the rule editor generates therule file automatically in the correct syntax (see Using the Rule Editor [Page 152]).

The order in which you enter the rules in the set of rules is not relevant. The EH&S Expertautomatically ensures that the rules are executed in the correct order (see When Is aRule Executed? [Page 127]).

IntegrationThe program that analyzes the rules from the set of rules is independent of Customizing in the SAPSystem. The assignment of facts, records, compositions, and phrase codes of the set of rules to theelements in EH&S (characteristics, identifiers, value assignment types, phrase keys, and so on) ismade separately by means of mapping tables [Page 136]. You can therefore use an existing set ofrules on different systems without having to modify the rules themselves.

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FactDefinitionVariable in the EH&S Expert.

UseFacts are containers for data in the sets of rules of the EH&S Expert and can be used in the followingways:

• You can tag facts as input facts or output facts (keywords IN or OUT). They are either suppliedwith data before the set of rules is run, or they are displayed after the rules are applied.

• You can also create facts without special tags and use them for storing interim results.

• You can fill facts directly with default data.

StructureFacts can always be found at the beginning of the set of rules, in a section that is headed with thekeyword FACTS. The individual facts are separated by commas.

FACTS

Substance name(IN),

Flash point(IN),

RPhrase(OUT),

ContainsPB(OUT) := "Y",

...

If you create a set of rules using the rule editor, the editor generates a rule file with thecorrect syntax automatically.

In the rules of the EH&S Expert, facts are used without any type specifications (text, integers, forexample). All facts can adopt all types of data. If required, the data is converted automatically.

The system distinguishes between the following data types internally and in assignments:

• Text for alphanumeric values

Texts can be entered between two quotation marks ("hello," for example).

• Number for numbers

Numbers are written directly.

• List for sets made up of several alphanumeric values or numbers

Sets are written as one element between two square brackets. Characteristics that areassigned multiple values are represented as sets.

• Range for numerical value ranges

Ranges are written in curly brackets. The lower and upper limits are included, provided theyare not excluded explicitly by operators (<, >). The expression to stands between the lowerand upper limit (for example, {>2 to 3}).

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The following functions determine the range limits:

• LO({>2 to 3}) results in 2

• UP({>2 to 3}) results in 3

The following functions determine the operators of the range limits:

• OPLO({>2 to 3}) results in ">"

• OPUP({>2 to 3}) results in "<=" (default)

The following function determines whether a value is within the range limits:

• 2.5 IN({>2 to 3}) results in TRUE

The following assignments of data types to facts are therefore possible:

♦ X := 1

♦ Y := 134.4

♦ T := "Hello"

♦ M := ["A","B","C"]

♦ R := {>1 to 7}

Conversion between the data types is explained in the following tables using examples. The secondrow shows the data types before the conversion; the columns below it show the conversion result ineach case.

Number Range

5 {1 to 3} {3 to 3} {>=1 to <=3}

Number Error 3 Error

Range {5 to 5}

Text "5" ">=1 - <=3" ">=3 - <= 3“ ">=1 - <=3"

List [5] [{1 to 3}] [{3 to 3}] [{>=1 to <=3}]

Text List

"Hello" "1 - 3" "1" ["Hello"] [1] [{1 to 3}] [1,"A", 5]

Number Error Error 1 Error 1 Error Error

Range Error {1 to 3} {1 to 1} Error {1 to 1} {1 to 3} Error

Text "Hello" "1" ">=1 - <=3" Error

List ["Hello"] ["1 - 3"] ["1"]

IntegrationWhen defining the facts, an assignment to the corresponding elements in EH&S (characteristics,identifiers, and so on) is not yet made. These assignments are made centrally in the mapping tables[Page 136]. In this way, rules can be written without the system being aware of the exact assignmentto the elements in EH&S.

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RuleDefinitionIF-THEN clause that performs all the activities in the THEN part if the condition in the IF part is true.

UseRules allow relationships to be established between the defined facts [Page 119] in the set of rules inthe EH&S Expert and allow data to be derived.

StructureIF PartYou can formulate any conditions in the IF part of the rule. These conditions usually have thefollowing form:

<Fact> <Operator> <Expression>

The IF part of a rule can also contain functions. Using the ANY function you can query whether a factthat consists of a number of elements contains a particular expression. You can, for example,determine whether a characteristic that is assigned several R phrases contains one particular Rphrase.

IF ANY (<Fact>) = <Expression>

By including the following condition in the IF part, a rule always performs an activity in the THEN part,provided the facts in the THEN part do not equal zero. See also: When Is a Rule Executed? [Page127]

TRUE()

THEN PartThe activities that can be found in the THEN part of a rule (ToDos) have one of the following forms:

• <Fact to be modified> <Operator> <Expression>

• <Command> (<Expression>)

The activities can be divided into the following types:

• Value assignments with the operators :=, +=, and -=

• Error handling using the commands ERROR, ABORT, and STOP

• Process control using the commands DISABLE, ENABLE, RESET, and CALL

• Creation of new value assignment instances with the command COMMIT

For more information, see Operators, Commands, and Functions [Page 131].

Rule File

The rules can be found in the rule file in a section that is introduced with the keyword RULES andconcluded with the keyword END. This section follows the facts section. All rules begin with RULE<Rule name> and are concluded with END. The individual conditions in the IF part and activities inthe THEN part are separated by commas. The IF part of the rule is equivalent to an AND operation.

The following rule sets an R phrase for the case where the flash point is in a certainrange:

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RULE RULE1

IF

Flash point > 21,

Flash point < 55

THEN

Rphrase := "R10"

END

If you create a set of rules using the rule editor, the editor generates a rule file with thecorrect syntax automatically.

The example clearly shows that facts are used in the rules without the user having to specify any datatypes (such as text or integer). All facts can adopt all data types. If required, the data is convertedautomatically.

For data types Text, Number, List, and Range used internally and in assignments, see Fact [Page119].

The order in which you enter the rules is not relevant. The EH&S Expert automaticallyensures that the rules are executed in the correct order (see When Is a Rule Executed?[Page 127]).

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CompositionDefinitionConcept used to map compositions of specifications from individual components in the EH&S Expert.

UseMany specifications in EH&S are compositions and consist of several components. Data forspecifications such as these can often be derived from their component data. The Compositionconcept maps this process in the EH&S Expert.

StructureCompositions can be found in the fact section and are introduced with COMPOSITION<Composition name> and concluded with END.

The density is to be calculated for a specification composition. This calculated density isto be the mean value of the densities of the components, evaluated according to theirpercentage parts in the specification composition. The fact section could look like thefollowing:

FACTS

DENSITY,

COMPOSITION EXACT_SUBSTANCE_COMPOSITION

PERCENT,

DENSITY

END

The Exact_Substance_Composition composition is linked via a mapping table [Page 136]with a value assignment type of the category Composition from EH&S. One instance ofthe composition is stored in the EH&S Expert for each component of this specificationcomposition.

If you create a set of rules using the rule editor, the editor generates a rule file with thecorrect syntax automatically.

IntegrationThe facts of a composition are addressed using <Composition name>.<Fact name>.

A rule that contains a fact from a composition is executed for each instance of the composition, or inother words, for each component. If you want the system to execute a rule only for certaincomponents, you must enter the IF condition correspondingly.

If a rule contains facts from several compositions, it is executed for all combinations ofthe instances of the compositions. Use this function with caution as applying it to largeamounts of data could lead to intensive usage of rules.

A check for 100% in a specification composition could look like the following:

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FACTS

SUMPERCENT := 0,

COMPOSITION COMP

PERCENT

END

RULES

RULE SumPercent

IF COMP.PERCENT > 0

THEN

SUMPERCENT := SUMPERCENT + COMP.PERCENT

END

RULE AbortIfNot100

IF SUMPERCENT <> 100

THEN

ERROR("EC$137", "&&&&”, “The sum of percentages contains errors"),

ABORT()

END

END

In this example the SumPercent rule is executed once for each instance of the composition COMP, orin other words, for each component. The percentage is added up in the SUMPERCENT fact. In asecond rule, an error message is generated if the percentage is not equal to 100.

If no instance is available for a composition, a corresponding rule is not executed. In arule that affects more than one composition, if only one composition does not contain aninstance this is enough to prevent the rule being executed.

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RecordDefinitionThis concept allows you to map value assignment types that have been assigned multiple values (orin other words value assignment types with several data records) in the EH&S Expert.

UseIt could be the case that data records from a value assignment type that has been assigned multiplevalues (for example, density of a substance measured at different temperatures) are required in arule, or that the EH&S Expert is to create several data records for a value assignment type (or in otherwords, is to assign multiple values to the value assignment type). For this, you must assign to arecord the fact corresponding to the characteristic of the value assignment type.

You can use the EH&S Expert to assign multiple values to an appropriate characteristicwithin one data record in a value assignment type by assigning data to the correspondingfact [Page 119] using the operator [Page 131] += in the THEN part of the rule. The factmust not be contained in a record.

StructureRecords can be found in the fact section and are introduced with RECORD <Record name> andconcluded with END. The way in which a record is formulated is similar to that of a composition.

The value assignment type Oral toxicity contains three data records: a value for the typeLD50, one for LD100, and one for LD0. The record could be formulated in the followingway:

RECORD OraTox

Type,

Accuracy,

Value

END

If you create a set of rules using the rule editor, the editor generates a rule file with thecorrect syntax automatically.

IntegrationThe facts of a record are addressed using <RECORD NAME>.<FACT NAME>. Rules that containrecords are executed for all instances of the record.

Records can also be present within compositions. If this is the case, the facts of the record areaddressed using <COMPOSITION NAME>.<RECORD NAME>.<FACT NAME>.

New instances for a record can be created within the set of rules. The facts for the new record arefilled with data using <RECORD NAME>.NEW.<FACT NAME>. You cannot create new records within acomposition.

You must use the COMMIT command to create the new instance for the record and to make itavailable for normal rule access.

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A new instance for acute oral toxicity could be created in the following way:

OraTox.NEW.TYPE := "LD50",

OraTox.NEW.VALUE := 2000,

OraTox.NEW.Accuracy := "approx.",

COMMIT(OraTox)

The following set of rules calculates the minimum oral toxicity for all existing types in thesubstances of the composition. The default setting UsedOraTypes for the fact isessential, otherwise the activity for the rule CreateInstances is never performed (seeWhen Is a Rule Executed? [Page 127]).

FACTSUsedOraTypes := [],RECORD OraTox

Type,Value

ENDCOMPOSITION COMP

RECORD OraToxType,Value

ENDEND

RULES// Create ONE instance for each existing OraTox value. Data that has already been created issaved in UsedOraTypes.RULE CreateInstances

IF Not(COMP.OraTox.Type [<] UsedOraTypes)THEN

UsedOraTypes += COMP.OraTox.Type,OraTox.NEW.Type := COMP.OraTox.Type,OraTox.NEW.Value := COMP.OraTox.Value,COMMIT(OraTox)

ENDRULE SetMinimumValues

IF OraTox.Type = COMP.OraTox.Type,OraTox.Value > COMP.OraTox.Value

THENOraTox.Value := COMP.OraTox.Value,

ENDEND

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In this example, if three types of OraTox values were maintained in each of the fivecomponents, then the CreateInstances rule is called for all 3*5=15 OraTox valuesmaintained and is executed three times for the three different types of values. Afterwards,there are three instances of the record OraTox. The SetMinimumValues rule is thenapplied to each of the 15*3=45 combinations of COMP.OraTox and OraTox records.

When Is a Rule Executed?General CriteriaA rule is executed in the EH&S Expert under the following conditions:

• It has not yet been executed. Rules are not executed for a second time. You can disable thissystem behavior by using the process control command RESET.

Explicitly intervening in the processing of a set of rules by means of Enable and Disablecommands can lead to facts of rules that have already been executed being subsequentlychanged. This results in the rule being executed again.

• All facts in the IF condition have been filled with data.

Exceptions:

− Facts whose values are to be tested specifically using IsNull().

− If one part is TRUE in an OR condition, the other can contain zero.

• All activities in the THEN part of the rule (ToDos) can be executed, or in other words, if all facts tothe right of the assignments are filled with data.

Exception: ToDos that only make direct assignments of the kind X:=Y can also be executed ifY has the value zero, or in other words, has no real value.

• The IF condition is logically true.

• The rule has not been explicitly deactivated using the process control command DISABLE.

The system finishes analyzing whether rules are to be executed when no more rules fulfill theseconditions.

X := 1

Y := 2

Z

Default: Facts X and Y have data, Z is empty(null).

RULE R1

IF X = 1

THEN DISABLE(GROUP1)

END

The condition X=1 is true. The rule is thereforeexecuted and the rules of rule group Group1are deactivated.

RULE R2 GROUPS GROUP1

IF X > 0

THEN Z := 1

The rule was deactivated by rule R1 and cantherefore not be applied.

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END

RULE R3

IF TRUE()

THEN Y := Z

END

This rule can be applied as the empty Z doesnot appear in a complex expression.

RULE R4

IF TRUE()

THEN Z := Z + 1

END

Rule cannot be applied because Z has novalue within the expression Z + 1.

RULE R5

IF Z = 0

THEN Y := Z

END

The empty Z is part of the condition and therule therefore cannot be applied.

RULE R6

IF IsNull(Z)

THEN Z = X

END

This rule can be applied as the empty Zappears within the IsNull() function.

RULE R7

IF X > 10

THEN X := X + 1

END

This rule cannot be executed because thecondition is not true.

Data-Dependent Rule ExecutionThe strategy of data dependency applies to the sequence in which rules are executed. This meansthat if rule A can be executed according to the criteria not yet executed and not deactivated, beforechecking the other criteria relevant to the data, the system first executes all the rules that couldchange the value of facts that are used in A as input data. These facts are those that appear in thecondition or to the right of assignments.

Data-dependent rule execution is performed recursively. In other words, if when checking rule A thesystem determines that rule A requires data from rule B, but rule B is dependent on data changed inrule C, then rule C is executed first, followed by rule B, and then rule C.

The rule editor shows you the dependencies that exist between rules using the following colorconventions. Choose the required presentation mode under Debug → Visualize Recursive RuleDependencies.

Color Single-Level Dependency Mode Multilevel Dependency Mode

Blue Selected rule Selected rule

Red Rule on which the selected rule dependsdirectly

All rules on which the selected ruledepends

Green Rule that depends directly on the selectedrule

All rules that depend on the selected rule

Gray All rules that have no direct connection tothe selected rule

Rule that has no connection to the selectedrule

When performing this dependency check, if the system determines that the search ends back in thestarting rule, the search is terminated and the system begins with the execution of the last rule to beidentified, thus avoiding an endless loop.

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The rule editor gives you the option of checking for circular dependencies. To do this, choose Tools →Check Circular Dependencies.

Here is an example of data-dependent rule execution:X := 1

Y := 2

Z

Default: Facts X and Y have data, Z is empty (null).

RULE R1

IF X = 1

THEN Y := X

END

Before checking the condition of this rule, the EH&SExpert first searches for rules that could change thevalue of X. X is used not only in the condition, butalso to the right of an assignment.

RULE R2

IF Z > 0

THEN X := 1

END

This rule changes X (X is on the left of anassignment), but X is dependent on the value of Z.Therefore the Expert searches for rules that changeZ.

RULE R3

IF TRUE()

THEN Z := 5

END

This rule sets the value of Z and is not dependent onany other input data. In other words, the dependencycheck has finished. The EH&S Expert executes ruleR3 and then rule R2 as no further rules can changeZ. Finally rule R1 is executed as the value of X isnow established.

Explicit DependencyYou can also directly influence the rule execution process in other ways (see Control of the RuleExecution Process [Page 129]).

The sequence of rules in the set of rules is therefore only relevant to a certain extent.

Control of the Rule Execution ProcessThe sequence in which the rules are executed generally corresponds with the data dependencyprinciple (see When Is a Rule Executed? [Page 127]).

In addition you can directly influence the sequence in which the rules are executed as follows:

• You formulate rule dependencies with the keyword DEPENDS in the rule definition.

RULE R1 DEPENDS R2, R3

IF ...

THEN ...

END

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In this case, rule R1 is set depending specifically on rules R2 and R3. This means thatthe EH&S Expert first tries to apply R2 and R3 before checking the data dependency inR1 and executing R1.

If you create the set of rules using the rule editor, in rule R1, you can enter rules R2 andR3 under Depends on rules. The rule editor then automatically generates a rule file withthe correct syntax (see Editing Rules [Page 153]).

• The keyword DEPENDS NOT allows you to suppress rule dependencies and therefore breakcircular dependencies.

RULE R1 DEPENDS NOT R2, R3

IF ...

THEN ...

END

• You assign rules to a rule group and influence the sequence in which rules are executed usingspecial activities in the THEN part of the rule (ToDos).

The assignment to rule groups is made using the keyword GROUPS in the rule definition.

RULE R1 GROUPS RuleGroup1

IF ...

THEN ...

END

If you create the set of rules using the rule editor, you can assign the rules to a groupunder Groups. The rule editor then automatically generates a rule file with the correctsyntax (see Editing Rules [Page 153]).

You can then use assignments of the general form <Command>(<Rule group name>)in the THEN part of the rule to influence the sequence in which the rules are executed.

Command Effect

DISABLE(<rulegroup name>)

All the rules assigned to the rule group are deactivated, or in other words, are nottaken into account during further processing.

ENABLE(<rulegroup name>)

All the rules assigned to the rule group are activated. As this is the normal case,this command only takes effect after DISABLE has been used beforehand.

RESET(<rulegroup name>)

All the rules assigned to the rule group are reset to their original status. Thismeans that the system considers them as not yet executed. Under normalcircumstances, rules are only executed once. You can use this command tochange the system behavior.

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Operators, Commands, and FunctionsThe assignments that can be found in the THEN part of a rule always have one of the following forms:

• <Fact to be modified> <Operator> <Expression>

• <Command> <Expression>

OperatorsOperator Effect Example

:= This operator produces a simple assignment. X := ["1", "2"] results in ["1","2"]

+= This operator interprets the fact on the left as a setand adds the fact on the right to this set if anidentical element does not already exist. The checkfor identical elements is not case sensitive. Thismeans that, for example, the texts "AA", "Aa", "aA",and "aa" are considered the same.

X += "3" results in ["1" , "2","3"]

-= This operator interprets the fact on the left as a setand removes the fact on the right from this set. Thecheck for identical elements is not case sensitive.This means that, for example, the texts "AA", "Aa","aA", and "aa" are considered the same.

X -= "1" results in ["2" , "3"]

You can use the following operators in expressions in the IF and THEN part of a rule:

Operator Effect Example

AND, OR,NOT

You can use the Boolean logic operators AND, OR,and NOT in expressions as usual. If parts of anexpression are linked by several Boolean operators,AND has priority over OR, that is A<4 OR B<2 ANDC<2 is equivalent to A<4 OR (B<2 AND C<4).

A < 5 AND B > 6 is TRUE if Ais less than 5 and B is greaterthan 6

A < 5 OR B > 6 is TRUE if Ais less than 5 or B is greaterthan 6

NOT (A = 5) is TRUE if A isnot equal to 5

( ) You can place expressions within brackets asrequired in order to determine the sequence of theanalysis.

(1 + 2) * 3 results in 9

[ ] Sets are entered in square brackets. The individualelements are separated by commas. The elementscan be any expression you require.

X := [1+2,3+4,5] results in [3,7, 5]

+, -, *, / The four basic math operations can be used in theusual way.

If applied to ranges, the upper and lower limits aretaken into account.

{1 to 5} + 3 results in {4 to 8}

^ This operator is used to calculate the exponent. 4^3 results in 64

<, >, <=, >=,= ,<>

You can use simple relational operators to comparethe sizes of numbers.

The operators = and <> are also used to check thattext values correspond. This check is not casesensitive.

1 < 3 is TRUE

3 <= 3 is TRUE

3 <> 3 is FALSE

"ABC" = "abc" is TRUE

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If applied to ranges, statements must apply to bothlimits to be true. {1 to 5} < 8 is TRUE

{1 to 5} < 3 is FALSE

[<], [>], [<=],[>=]

These operators are used to compare sets. Theycan be understood as a means of checking forsupersets or subsets.

["1" , "2" , "3"] [>] ["1" , "2" ,"3"] is FALSE

["1" , "2" , "3"] [>=] ["1" , "2" ,"3"] is TRUE

["1" , "2" , "3"] [>] ["4"] isFALSE

[\] This operator forms the difference between twosets.

["1" , "2" , "3"] [\] ["2"] resultsin ["1" , "3"]

["1" , "2" , "3"] [\] ["2" , "4"]results in ["1" , "3"]

["1" , "2" , "3"] [\] ["4" , "5"]results in ["1" , "2", "3"]

[&] This operator forms the union. ["1" , "2"] [&] ["3"] results in["1" , "2", "3"]

["1" , "2" ] [&] ["2" , "3"] resultsin ["1" , "2" , "3"]

[^] This operator forms the intersection. The sequenceof the elements in the first operand is retained.

["1" , "2" , "3"] [^] ["2" , "3"]results in ["2" , "3"]

["1" , "2" , "3"] [^] ["3" , "4"]results in ["3"]

| | You can use this operator to determine thecardinality (or the number of elements) of a set.

| [ "1" , "2" , "3"] | results in 3

| [ ] | results in 0

IN This operator compares whether a range lies withinanother range.

{1 to 5} IN {1 to 8} is TRUE

{1 to 5} IN {3 to 8} is FALSE

CommandsIf a rule is to perform an error check for the input data and, if errors are found, is to issue anappropriate message to the R/3 System and, if necessary, terminate the application of further rules,you can use the following commands to handle the errors:

Command Effect

ERROR("messagenumber","<messagetext>"[,parameter,...])

This command sends a message text to the calling R/3 System. An EH&S messagenumber is defined in the message number that can have up to 24 characters. Thefirst letter in the message number is either an I, E, or W (Information, Error, orWarning), followed by up to 20 characters for the message class. The last threedigits specify the message number. The message text specified is output if no textwas specified in the R/3 System. Afterwards, if required, you can specify a maximumof three parameters that are inserted into the message text in place of the &placeholders.

ABORT This command terminates further processing of the set of rules.

STOP Like the ABORT command, this command terminates further processing of the set ofrules, but the data generated up to this point is treated as having being successfullygenerated and, if necessary, is written to the specification database.

CALL This command calls a subset of rules [Page 166].

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In addition, you can use several commands to influence the strategy for rule execution (see Control ofthe Rule Execution Process [Page 129]).

You use the COMMIT command to create a new instance for the record and to make it available fornormal rule access (see Record [Page 125]).

FunctionsFunction Effect Example

TRUE() This function always returns TRUE.

FALSE() This function always returns FALSE.

ISNULL(expression)

This function tests whether the expression hasthe value NULL, that is, no value.

ISNULL(<fact>) is TRUE ifthe fact has no value

NULL() This function returns an empty value. You canthus explicitly assign the value NULL to a fact.

<fact> := NULL() assigns thevalue NULL to the fact, thatis, the fact has no value

The following functions always return a value and can thus be used everywhere in expressions. Thetype of returned value (text, numerical value, or value set) results from the respective function.

Function Effect Example

LENGTH("<text>") This function determines the length of the text. LENGTH("SAP") results in 3

CONCAT("<text1>", "<text2>", ...)

This function concatenates all specified textvalues and returns the complete text.

If a parameter is a set, the elements of the setare also concatenated as individual text values.

CONCAT("Wall", "dorf")results in "Walldorf"

CONCAT(["Heidel", "berg"])results in "Heidelberg"

INSTR(<startposition>,"<source text>","<search text>")

This function looks for the search text in thesource text. It begins at the specified startposition (start of text = 1) and returns theposition in relation to the start position. If thesearch text is not found, the function returnsthe value 0.

INSTR(1, "ABCDEF", "EF")results in 5

INSTR(3, "ABCDEF", "EF")results in 3

SUBSTR("<sourcetext>", <startposition> [,<length>])

This function returns a section from the sourcetext, beginning at the start position (start of text= 1). The section of text has the lengthspecified (any length up to the end of the text).If you do not specify a length, the functionreturns the rest of the source text from the startposition onwards.

SUBSTR("Walldorf”, 1, 4)results in "Wall”

SUBSTR("Walldorf", 5)results in "dorf”

STRFIELD("<source text>","<separator>",<index>)

This function returns a part from the sourcetext that is split by the separator specified. Thesystem outputs the part of the text with thespecified index (first part of text = 1).

STRFIELD("AAA,BBB,CCC",",", 1) results in "AAA"

STRFIELD("AAA,BBB,CCC",",", 3) results in "CCC"

STRFIELDCOUNT("<source text>","<separator>")

This function returns the number of parts oftext that are split by separators in the sourcetext.

STRFIELDCOUNT("AAA,BBB,CCC", ",") results in 3

STRTOLIST("<source text>“,"<separator>“)

This function returns a value set of parts of textthat are split by the specified separator in thesource text.

STRTOLIST( "A,B,C“, "/“)results in [ "A“/ "B“/ "C“]

LISTTOSTR("<value set>“,"<separator>“)

This function returns a text in which theindividual elements of the value set wereconcatenated, but the separator is still placedbetween the elements.

LISTTOSTRING([ "A“, "B“,"C“], ",“) results in "A,B,C“

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MINLIST([<valueset>])

This function returns the numerical minimum inthe set of values specified.

MINLIST([4,3,6,1,2,7,8,3])results in 1

MAXLIST([<valueset>])

This function returns the numerical maximumin the set of values specified.

MAXLIST([4,3,6,1,2,7,8,3])results in 8

DECODE("<key>"or ["<key set>"],["<set of texttuples>"],"<separator>")

This function searches for and decodes one ormore keys in a set of text tuples that are madeup of keys and text. Keys and text are split bythe separator. The function decodes the key byreturning the text.

DECODE(["y”,”b”],["y;yellow”,”b;blue”,”o;orange”,”r;red”], ”;”) results in["yellow”,”blue”]

DECODE("y”,["y;yellow”,”b;blue”,”o;orange”,”r;red”], ”;”) results in "yellow”

NORMLIST([<source value set>],[<prioritized valueset 1>], ...)

This function normalizes value sets by deletingvalues in the source value set that areexceeded by elements with higher values inthe prioritized value sets. The sequence in theprioritized value sets determines theprioritization of the values.

NORMLIST([1,2,3,4,5,6,7,8],[1,2,3], [4 ,7,8], [5, 6]) resultsin [1,4,5]

In this example, 1 is to have ahigher priority than 2 and 3, 4higher than 7 and 8, and 5higher than 6. This meansthat after normalization,elements 1, 4 and 5 remainfrom the source value set.

SQRT(<value>) This function returns the square root of thevalue specified.

SQRT(16) results in 4

SIN(<value>) This function returns the sine of the valuespecified.

COS(<value>) This function returns the cosine of the valuespecified.

LOG(<value>) This function returns the natural logarithm (tothe base e) of the value specified.

EXP(<value>) This function returns the value of theexponential function of e with the valuespecified as exponent.

EXP(1) = e

LO This function returns the lower limit of a range. LO {1 to 5} results in 1

UP This function returns the upper limit of a range. UP {1 to 5} results in 5

OPLO This function returns the operator of the lowerlimit of a range.

OPLO {1 to 5} results in >=

OPLO {>1 to 5} results in >

OPUP This function returns the operator of the upperlimit of a range.

OPUP {1 to 5} results in <=

ANY(<listed fact>) This function returns a single value and uses itto trigger the application of rules for eachindividual element in the set of listed facts. Theuse of this function in a rule thereforecorresponds with a FOR EACH loop aroundthe rule.

See the following section

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FACTS

RPHRASES := ["R10","R20","R21"]

RULES

RULE R1

IF ANY(RPHRASES) = "R20"

THEN ...

END

The activity in the THEN part is executed because "R20" is contained in the RPHRASESlisted fact.

You can also use the ANY function to generate a (temporary) record from a set:

FACTS

LISTVALUES := ["A","B","C"]

RECORD TMP

VALUE

END

RULES

RULE R1

IF TRUE()

THEN

TMP.NEW.VALUE = ANY(LISTVALUES)

COMMIT( TMP)

END

Three instances of the record TMP are generated, with TMP.1.VALUE = "A",TMP.2.VALUE = "B", and TMP.3.VALUE = "C".

Points to Note When Using Ranges

Negation Is equivalent to the mirroring of the rangeabout zero. To do this, both the signs and thepositions of the lower and upper limits arereversed.

- {1 to 3} results in {-3 to -1}

- {-1 to 2} results in {-2 to 1}

Union The union of two ranges, for example, A = {1 to 3} and B = {5 to 8} to form a range{1 to 8} can be achieved using the functions MINLIST and MAXLIST, and LO andUP.

{MINLIST ([LO(A), LO(B)]) to MAXLIST ([UP(A), UP(B)])}

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Mapping TableDefinitionTable that determines the assignment of elements of the set of rules [Page 118] (facts, records,compositions, and phrase codes) to the elements in EH&S (characteristics, identifiers, valueassignment types, phrase keys, and so on).

UseMapping tables link the sets of rules that are independent of specification management to theelements of specification management and enable the derivation of secondary data through theEH&S Expert.

StructureOne mapping database only is assigned to a set of rules. The mapping tables of the mappingdatabases saved locally on the PC are stored in Microsoft Access 97 or Access 2000 databases(.MDB file). You can edit the mapping tables with the rule editor or with Microsoft Access 97 orMicrosoft Access 2000.

If you create rules using the rule editor and assign the EH&S elements (characteristics,identifiers, value assignment types, phrase keys, and so on) using drag & drop, the ruleeditor generates the entries required in the mapping tables automatically.

There are different kinds of assignments:

Fact mapping [Page 137]

Record mapping [Page 145]

Composition mapping [Page 147]

Phrase mapping [Page 148]

In the rule editor, the mapping tables of facts, records, and compositions are presented together inone tree structure.

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Fact MappingThe fact mapping table contains the regulations for mapping facts in the set of rules to characteristicsor other elements in the EH&S data model.

Table Fields in the Fact Mapping Table

Table Field Description

Internal_Id Name of the fact in the set of rules

Record Optional assignment of the fact to a record in the set of rules

In the rule editor, this assignment is visible in the tree structure and is nottherefore listed explicitly.

Group Optional assignment of the fact to a composition in the set of rules

In the rule editor, this assignment is visible in the tree structure and is nottherefore listed explicitly.

External_Id Name of the assigned data element in EH&S (see section Syntax)

Description Description text for the fact

Options Options that govern access to the data in EH&S more closely (see sectionOptions for Facts)

IsPhrase or Map Value Identifies whether the fact contains values that are to be subject to valueconversion via phrase mapping tables.

This will mostly be used for facts that represent characteristics withphrases assigned in order to convert an easily recognizable phraseidentification used in the set of rules to the phrase key in EH&S and viceversa.

The value conversion can, however, also be used for any other value.

The first three fields together form a unique identifier for the fact in the set of rules.

Assignment to Characteristics, Identifiers, and AdditionalInformationYou can assign facts in the set of rules to the following elements in EH&S:

• Header data, for example, specification type

• Identifiers

• Component table data (for example, quantities)

• Characteristics in the classification system (property tree)

• Additional information on individual value assignments in the value assignment types (user-defined texts, usage, for example)

• Parameters for the EH&S Expert call

• Facts can also be assigned to the fields of any tables in an external Microsoft Access database

SyntaxIn order to distinguish between the different elements, one of the following identification letters isplaced before each External_Id in the fact mapping table:

• Field from the header data tableSyntax: H:<Table field in ESTRH> (H:SUBCAT, for example)

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• Field from the reference tableSyntax: D:<Table field in ESTRR> (D:SUBID, for example)

The only field of interest here is RECNREF, the internal record number of the reference.Alternatively, you can enter the field name SUBID and thus fill the fact with the specificationkey of the reference.

• Identifier from the ESTRI tableSyntax: I:<Category>,<Type>[,<List>][,<Language>][;<Table field inESTRI>[,...]] (I:NUM,CAS, for example)

The identifier can be identified by category and type and also by assigning a list and alanguage. If you specify a language but not a list, you should place two commas before thelanguage. If you do not specify a language, the logon language of the R/3 session from whichyou called the EH&S Expert is used when a multilingual identifier is read.

If several values are available for the specified category, type, list, and language, the fact willacquire a set of text values when reading. It must also be assigned a set if a number of valuesare to be written.

As an option, a list of fields from the identifier table ESTRI can be specified separated with asemicolon. You must separate values for these fields in the fact text value using a slash. Youcan use the /SEP option to specify an alternative separator.

If no list of fields is specified, only the IDENT field (the actual value of the identifier) is set. If alist of fields is to be specified, IDENT must also be specified explicitly in order to receive theidentifier value.

Other fields of interest are:

− LANGU (language)

− ORD (order number for sort sequence)

− SUBLIST (assignment to regulatory list)

If an identifier is longer than 132 characters or if it contains line breaks, a long text isautomatically created.

• CharacteristicSyntax: M:<Characteristic name>[;<Value assignment type>] (for example,M:SAP_EHS_1015_003_VALUE;SAP_EHS_1015_003)

The value assignment type only needs to be specified if the fact is not assigned to a record.Otherwise the value assignment type appears in the record mapping table.

Characteristics that are assigned multiple values are represented as sets.

• Component data (for example, quantity)Syntax: C:<Table field in ESTVP> (C:COMP_AVG, for example)

Facts of this type are only possible with a composition assignment.

As an alternative to the RECNCMP field that contains or requires the internal record numberof the component, you can specify the field name SUBID and thus fill the fact with thespecification key of the component.

You can write composition data under certain conditions (in other words, create a newcomposition type and fill it with data from the set of rules). You cannot write specification datafor components. Component data is the only kind of composition fact that can be written. Allother data (characteristics, identifiers, and so on) can only be written to the main specification.

• User-defined textSyntax: F:<Table field in ESTDF>[,...][;<Value assignment type oridentifier or "H:">] (F:TEXTCAT,LANGU,HEADER;SAP_EHS_1015_003, for

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example. Can, for example, be assigned the value RE/D/User-defined text fordensity. Alternatively, for example, you can use the /DEF option to set the text type defaultas RE.)

One or more fields from the user-defined text table ESTDF are specified. You must separatevalues for these fields in the fact text value using a slash. You can use the /SEP option tospecify an alternative separator.

If several user-defined texts are to be written for a data record of the value assignment type,the fact is to be filled with a set of text values.

As with characteristics, you only need to enter the value assignment type if the fact is notassigned to a record.

If the user-defined text is longer than 132 characters or if it contains line breaks, a long text isautomatically created for the user-defined text.

• UsageSyntax: U:<Table field in ESTDU>[,...][;<Value assignment type>] (forexample, U:VACLID,RVLID;SAP_EHS_1015_003. Can, for example, be assigned the valuePUBLIC/DE.)

One or several fields from the ESTDU usage table are specified. You must separate valuesfor these fields in the fact text value using a slash. You can use the /SEP option to specify analternative separator.

Other fields of interest are: EXCLFLG (excluding indicator), ACTVFLG (active indicator) andESNTFLG (relevancy indicator). Normally, the EH&S Expert sets the active indicator for allthe written data records of the value assignment types. The EH&S Expert, however, does notset the relevancy indicator. Using a fact that is assigned to a usage via a mapping table, youcan set these indicators differently.

If the EH&S Expert is being run with an EH&S Release 2.7B or higher, a usage can also beassigned to an identifier or the header data. Instead of the value assignment type, write thefollowing after the semicolon:

− For an identifier assignment "I:<Category>,<Type>[,<List>][,<Language>]"

− For a header data assignment "H:"

You only need to specify the value assignment type, identifier, or header data indicator if thefact is not assigned to a record.If several usages are to be written for a data record of the value assignment type, identifier, orheader data, the fact is to be filled with a set of text values.If you want the usage that is defined by a fact like this to cancel the usage that was assignedto the EH&S Expert as a parameter and that is used for writing, you must set the option/NOUSAGE for the corresponding entry in record mapping [Page 145]. Otherwise the usagedefined by the fact would be added to the default. If the fact is not assigned to any record, youmust set the option in fact mapping for this fact as well as for all other facts of the same valueassignment type. This applies only for facts that relate to value assignment types and not toidentifiers or header data. For the latter the default is not set automatically; the usage must bespecified explicitly by a fact or the option /USAGE here.

It is possible to restrict the data to be read for each value assignment type with a usage.

• SourceSyntax: S:<Table field in ESTDS>[,...][;<Value assignment type>] (forexample, S:SRCID,SRCTEXT;SAP_EHS_1015_003)

One or more fields from the ESTDS source table are specified. You must separate values forthese fields in the fact text value using a slash. You can use the /SEP option to specify analternative separator.As with characteristics, you only need to enter the value assignment type if the fact is notassigned to a record.

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• AssessmentSyntax: R:<Table field in ESTDR>[,...][;<Value assignment type>] (forexample, R:RELID;SAP_EHS_1015_003)

The only field in the ESTDR assessment table that is relevant is RELID.

As with characteristics, you only need to enter the value assignment type if the fact is notassigned to a record.

• Regulatory listSyntax: L:<Table field in ESTVP>[,...][;<Value assignment type>] (forexample, L:RECNCMP;SAP_EHS_1015_003)

One or more fields from the component table ESTVP are specified. You must separate valuesfor these fields in the fact text value using a slash. You can use the /SEP option to specify analternative separator.

This fact type is used for the regulatory list concept in EH&S.

If several elements of a regulatory list are to be written for a data record of the valueassignment type, the fact is to be filled with a set of text values.

As with characteristics, you only need to enter the value assignment type if the fact is notassigned to a record.

As an alternative to the RECNCMP field that contains or requires the internal record numberof the regulatory list element, you can specify the field name SUBID and thus fill the fact withthe specification key of the regulatory list element.

• Administration data for the value assignment type data recordSyntax: A:<Table field in ESTVA>[,...][;<Value assignment type>] (forexample, A:ORD;SAP_EHS_1015_003)

You can use this to overwrite implicitly filled administration data such as the sort sequence.

As with characteristics, you only need to enter the value assignment type if the fact is notassigned to a record.

• Transport approval dataSyntax: 7:<Table field in EST07>[,...][;<Value assignment type>] (forexample, 7:ADMOS;SAP_EHS_1022_024)

One or several fields from the EST07 table are specified. You must separate values for thesefields in the fact text value using a slash. You can use the /SEP option to specify analternative separator.

If several data records are to be written for a data record of the value assignment type, thefact is to be filled with a set of text values.

As with characteristics, you only need to enter the value assignment type if the fact is notassigned to a record.

• Packaging approval dataSyntax: b:<Table field in EST0B>[,...][;<Value assignment type>] (forexample, b:IPMQU;SAP_EHS_1022_024)

One or several fields from the EST0B table are specified. You must separate values for thesefields in the fact text value using a slash. You can use the /SEP option to specify analternative separator.

If several data records are to be written for a data record of the value assignment type, thefact is to be filled with a set of text values.

As with characteristics, you only need to enter the value assignment type if the fact is notassigned to a record.

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• Dangerous goods classification dataSyntax: d:<Table field in EST0D>[,...][;<Value assignment type>] (forexample, d:HNU;SAP_EHS_1022_024)

One or several fields from the EST0D table are specified. You must separate values for thesefields in the fact text value using a slash. You can use the /SEP option to specify analternative separator.

If several data records are to be written for a data record of the value assignment type, thefact is to be filled with a set of text values.

As with characteristics, you only need to enter the value assignment type if the fact is notassigned to a record.

• Transport classification dataSyntax: f:<Table field in EST0F>[,...][;<Value assignment type>] (forexample, f:WOS;SAP_EHS_1022_023)

One or several fields from the EST0F table are specified. You must separate values for thesefields in the fact text value using a slash. You can use the /SEP option to specify analternative separator.

If several data records are to be written for a data record of the value assignment type, thefact is to be filled with a set of text values.

As with characteristics, you only need to enter the value assignment type if the fact is notassigned to a record.

As an alternative to the RECNCMP field that contains or requires the internal record numberof the referenced UN listed substance, you can specify the field name SUBID and thus fill thefact with the specification key of the reference.

For all table fields or field lists for header data, identifiers, component data, and additionalinformation listed above, the administration fields can also be specified and therefore read andwritten to. Some are, however, ignored when writing or must not be written to as they are filledimplicitly:

− MANDT: Client. Is set implicitly.

− RECN: Sequential number of data record. Is set implicitly for new data records.

If this field is read for a value assignment (A:) or an identifier (I:) and written again withoutbeing changed, this has the effect that a specific instance can be changed explicitly inEH&S, while in normal cases new instances are always created after any instances withmatching data sources and data providers that may exist have been deleted ordeactivated first.

Specifying a random value that was not read from EH&S first is not permitted and canlead to unpredictable side effects.

− ACTN: Sequential number of change status. Is set implicitly.

− VALFR: Start of validity. Is set implicitly, but can also be filled explicitly.

− VALTO: End of validity. Is set implicitly, but can also be filled explicitly.

− AENNR: Change number. Is set implicitly depending on how the hit list was entered beforethe EH&S Expert was called.

− DELFLG: Delete indicator. By setting the indicator to “x”, a data record can be logicallydeleted. This is only relevant in conjunction with an RECN that has already been read fromEH&S (see above).

− CRDAT: Created on. Is set implicitly if blank, but can also be filled explicitly.

− CRNAM: Created by. Is set implicitly if blank, but can also be filled explicitly.

− UPDDAT: Date of last change. Is set implicitly.

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− UPDNAM: Name of last person to make change. Is set implicitly.

− SRSID: Data source. Is filled by the parameter EXPERT_WRITE_SOURCE_ID of the EH&SExpert user exit, but can also be filled explicitly.

− OWNID: Data provider. Is filled by the parameter EXPERT_WRITE_OWNER of the EH&SExpert user exit, but can also be filled explicitly.

− RECNROOT: Sequential number of specification header data record. Is set implicitly.

• Parameters for the EH&S Expert callSyntax: P:<Parameter name>

The possible parameter names are (see also IMG documentation on setting up the EH&SExpert user exit):

I_SUBSTANCE: Specification key

I_EXPERT_INSTANCE: Name of set of rules

I_MODE: Save mode D, I, or C

I_NUM_OF_DEACT_VAL: Number of value assignments to be deactivated in mode C

I_FLG_RESTRICT_BY_SRSID_OWNID: Indicator whether data origin and data provider areto be taken into account when deactivating or deleting existing data

I_KEY_DATE: Key date from hit list for reading data in form YYYYMMDD

I_CHANGE_NR: Change number for writing data

I_SRSID: Data origin for writing data

I_OWNID: Data provider for writing data

I_LANGUAGE: Logon language

I_COMMIT_FUNC: Name of update module

I_FLG_RULES_IN_R3: Since EH&S 2.7A: Indicator whether the set of rules is saved in R/3and was downloaded from there

I_TAB_USAGE_READ: Usage that is used to select input data for the set of rules, in the form<Rating>/<Validity area>/<Exclude indicator>. A number of usages fill the fact with a set ofvalues.

I_TAB_USAGE_READ: Usage with which the determined output data (value assignments) ofthe set of rules is returned, in the form <Rating>/<Validity area>/<Exclude indicator>. Anumber of usages fill the fact with a set of values.

I_TAB_PARAMS: Table with freely definable content that can be filled using the parametersEXPERT_ADD_PARAM_1...n of the EH&S Expert user exit or programmed in a customer-specific call. A number of rows in this table fill the fact with a set of values.

All parameters apart from I_TAB_PARAM can only be read as input data (facts with the INID). They are not returned to EH&S.

In I_TAB_PARAMS, data can also be returned that can be evaluated by a customer-specificcall module.

• Fields from external tablesSyntax: T:<Field>[;<Table>/<Database>]

In this manner, table fields can be read from an external Microsoft Access database and a setof rules be made parameterizable. The database must be accessible from the EH&S Expertserver PC and can be present in Access 97 or Access 2000 format.

<Field> is a table field in the database. <Table> is a table in the database. <Database> is thefile name of the Microsoft Access database. If a full path is not specified, the database isexpected to be in the same directory as the rule file. For sets of rules saved in the SAPSystem, the working directory entered in the administration tool for the EH&S Expert applies.

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You only need to specify the table and database if the fact is not assigned to a record. In thiscase the fields are read from the first data record that was found in a selection without criteria.Use is recommended only for tables with one single data record because the order of the datarecords cannot be predicted.

Options for FactsOption Description

/LOWER For a numeric value that specifies a range, the lower limit value is read orwritten with this option. This option is the default.

/UPPER For a numeric value that specifies a range, the upper limit value is read orwritten with this option.

/RANGE For a numeric value that specifies a range, the lower limit value and the upperlimit value are read or written with this option.

/OPLOWER For a numeric value that specifies a range, the operator (for example, >, >=,and so on) for the lower limit value is read or written with this option.

/OPUPPER For a numeric value that specifies a range, the operator for the upper limit valueis read or written with this option.

/STRING A numeric value is read in the text form defined in the R/3 classification system(for example 1–2 mg/kg). This option has no effect when writing. The decimalseparator is always set to the English usage of a period here, independent ofthe user settings in R/3.

/USAGE=<Rating>,<Validityarea>.[,Excludeindicator [Activeindicator[Relevancy indicator]]] [;...]

The fact is read or written with the specified list of ratings and validity areas. Asan option, you can set the exclude indicator with X or –. You must only set thisoption for a fact if the fact is not assigned to any record. Otherwise you shouldset the option in record mapping.

You can still set or deactivate the active indicator and the relevancy indicatoreither with X or –.

If not specified, the exclude indicator is not set, the active indicator is set, andthe relevancy indicator is not set.

For facts that are read from EH&S, specifying the active and relevancyindicators has no effect. Only active value assignments are read.

For more information on using the /USAGE option as a selection criterion, seeData Selection by Usage.

[Page 148]You must only set this option for a fact if the fact is not assigned toany record. Otherwise you should set the option in record mapping.

/NOUSAGE This option prevents the usage entered in the EH&S Expert as a parameter forthe value assignment type that is assigned to the fact from being written. Thisoption is used if a usage that is defined as a fact of the same value assignmenttype is to cancel the default setting. Otherwise the usage that is defined as afact would be written additionally.

This option is not necessary for header data and identifiers in EH&S 2.7B. Herethe usage passed as a parameter is not written implicitly. If a usage is required,it must be written explicitly with the /USAGE option or by means of a fact.

/DEF=<Field>:<Value> [,...]

You can use this option to specify fixed values for certain table fields for a factthat is assigned to an additional information table (usage, user-defined text,assessment, source, regulatory list, dangerous goods additional tables) or anidentifier. Field indicates the table field in the respective EST table (ESTDF,ESTDU, ESTDR, ESTDS, ESTVP, EST07, EST0B, EST0D, EST0F). Whenreading, in this way you can specify a selection, for example, only user-definedtexts of the type RE.

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/SEP=<Separator> You can use this option to change the default separator ("/") for a fact that isassigned to an additional information table (usage, user-defined text,assessment, source, regulatory list, dangerous goods additional tables) or anidentifier and whose value therefore potentially contains the contents of anumber of table fields simultaneously.

/PHRCODE Option for facts to which a characteristic is assigned, to which a phrase set isassigned in EH&S. The phrase code is read instead of the phrase key. Thelanguage is taken into account that you specify when logging onto the R/3System from which the EH&S Expert is called. This option has no effect whenwriting.

/PHRTEXT Option for facts to which a characteristic is assigned, to which a phrase set isassigned in EH&S. The phrase text is read instead of the phrase key. Thelanguage is taken into account that you specify when logging onto the R/3System from which the EH&S Expert is called. This option has no effect whenwriting.

/PHRID Option for facts to which a characteristic is assigned, to which a phrase set isassigned in EH&S. Only the phrase identifier is read instead of the completephrase key (phrase library and phrase identifier).

/PREFIX=<text> When writing, the text value of the fact is always preceded by the specified textas a prefix. The option has no effect when reading.

/DEC=<Wholenumber>

According to the number entered, the value is rounded to the required numberof places after the decimal separator when writing numeric values.

/MAP=<Field>[,...] You can use this option to activate a value conversion via the phrase mappingtable of individual fields for a fact that is assigned to an additional informationtable (usage, user-defined text, assessment, source, regulatory list, dangerousgoods additional tables) or an identifier and whose value therefore potentiallycontains the contents of a number of table fields simultaneously.

The specified fields must also be specified in the External ID of the fact and theIsPhrase or MapValue indicator must be set.

The value conversion is then only performed for the contents of the specifiedfields.

/FIRST If a fact is not assigned to a record, only one value assignment instance thatmatches the usage criterion is permitted when reading the data. If a number ofinstances are found, an error message is displayed.

This option suppresses the error message. Instead, the value assignmentinstance with the lowest order number is selected.

We do not recommend that you use this option because it hides an incorrectdata constellation. The selection is relatively random because the order numberis a very inaccurate criterion.

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Record MappingThe record mapping table contains the regulations for mapping records in the set of rules to valueassignment types in EH&S.

Table Fields in the Record Mapping Table

Table Field Description

Internal_Id Name of the record in the set of rules

Group Optional assignment of the record to a composition in the set of rules

In the rule editor, this assignment is visible in the tree structure and is nottherefore listed explicitly.

External_Id Name of the assigned value assignment type or identifier in EH&S (seesection Syntax)

Description Description text for the record

Options Options that govern access to the data in EH&S more closely

The first two fields together identify the record uniquely in the set of rules.

Assignment to Value Assignment Types and IdentifiersYou can assign records in the set of rules to the following elements in EH&S:

• Value assignment types (property tree)

• Identifiers

• External tables from a Microsoft Access database

Syntax• Value assignment types

You assign records to the value assignment types in EH&S by entering the value assignmenttype in the External_Id field in the syntax M:<Value assignment type>.

The value assignment type density from the standard property tree would be entered inthe following way:M:SAP_EHS_1013_005

Facts for records that are assigned to value assignment types can only have the letters M, A,F, S, R, L, U, 7, b, d, or f in their External_Id, meaning they represent fields of the valueassignment table ESTVA or characteristics, or additional information.

• IdentifiersYou assign records to identifiers in EH&S by entering the identifier in the External_Id field inthe syntax I:<Category>,<Type>[,<List>][,<Language>].

Facts for records that are assigned to identifiers can only have the letters I or U in theirExternal_Id, meaning they represent fields of the identifier table ESTRI or usages.

• External tablesYou assign records to tables in an external Microsoft Access database by entering the tableand database name in the External_Id field in the syntax T:<Table>/<Database>.

The database must be accessible from the EH&S Expert server PC and can be present inAccess 97 or Access 2000 format.

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<Database> is the file name of the Microsoft Access database. If a full path is not specified,the database is expected to be in the same directory as the rule file. For sets of rules saved inthe SAP System, the working directory entered in the administration tool for the EH&S Expertapplies.

Facts for records that are assigned to external tables can only have the letter T in theirExternal_Id.

Options for RecordsOption Description

/USAGE=<Rating>,<Validity area>.[,Excludeindicator[Activeindicator[Relevancyindicator]]] [;...]

The value assignments of the value assignment type are read or writtenwith the specified list of ratings and validity areas. As an option, you canset the exclude indicator with X or –.

You can still set or deactivate the active indicator and the relevancyindicator either with X or –.

If not specified, the exclude indicator is not set, the active indicator is set,and the relevancy indicator is not set.

For records that are read from EH&S, specifying the active and relevancyindicators has no effect. Only active value assignments are read.

For more information on using the /USAGE option as a selection criterion,see Data Selection by Usage [Page 148].

/NOUSAGE This option prevents the usage entered in the EH&S Expert as aparameter for this value assignment type from being written. This optionmust be used if a usage that is defined as a fact is to cancel the defaultsetting. Otherwise the usage that is defined as a fact would be writtenadditionally.

This option is not necessary for header data and identifiers in EH&S 2.7B.Here the usage passed as a parameter is not written implicitly. If a usageis required, it must be written explicitly with the /USAGE option or bymeans of a fact.

/DEF=<Characteristic>:<Value>[,...]

When reading a value assignment type (record) you can use this option tospecify a selection of data records, for example, only oral toxicity datarecords of type "LD50." You must enter the internal phrase key as thedefault value for phrase-related characteristics. You cannot fillcharacteristics with a default value.

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Composition MappingThe composition mapping table contains the regulations for mapping compositions in the set of rulesto value assignment types of the category composition in EH&S.

Table Fields in the Composition Mapping Table

Table Field Description

Internal_Id Name of the composition in the set of rules. This field uniquely identifiesthe composition in the set of rules.

External_Id Name of the assigned value assignment type of the category compositionin EH&S

Description Description text for the composition

Options Options that govern access to the data in EH&S more closely

Options for CompositionsOption Description

/USAGE=<Rating>,<Validity area>.[,Excludeindicator[Activeindicator[Relevancyindicator]]] [;...]

The composition is read or written with the specified list of ratings andvalidity areas. As an option, you can set the exclude indicator with X or –.

You can still set or deactivate the active indicator and the relevancyindicator either with X or –.

If not specified, the exclude indicator is not set, the active indicator is set,and the relevancy indicator is not set.

For compositions that are read from EH&S, specifying the active andrelevancy indicators has no effect. Only active value assignments areread.

For more information on using the /USAGE option as a selection criterion,see Data Selection by Usage [Page 148].

/BASE

/USEREXIT

/PARAM

A recursive composition is read down to the lowest level of its ingredients.Any ingredients that are present in a number of components are totaledproportionally. If you do not specify this option, the direct components areread, or in other words, the first recursion level. This option has no effectwhen writing a composition.

From EH&S 2.7A and EH&S 2.5B SP4, a user exit can be specified in R/3together with the /BASE option using the options /USEREXIT=name and/PARAM=value. In this user exit you can restrict the depth of the level ofexpansion of the composition tree. This means, for example, that acomposition could be expanded down to the first occurrence of a particularvalue assignment.

For this expansion restriction to function, you must have specified a userexit of the category SUB_EX_GCT in R/3. This user exit must referencethe function module C1F2_EXIT_GET_COMP_TREE or a copy with thesame interface.

The value following the /PARAM option is passed on directly to thefunction module. In the example C1F2_EXIT_GET_COMP_TREE, the keyof a value assignment type is expected as the parameter. The compositiontree is then only read down to the first occurrence of a value assignment ofthis value assignment type.

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Phrase MappingThe phrase mapping table contains the regulations for mapping phrase codes used in the set of rulesto phrase keys in EH&S.

Phrase mapping allows an assignment to be made between an internal and an externalvalue for any fact value. The phrase does not have to be an EH&S phrase. Thecorresponding conversion takes place if the IsPhrase indicator is set in fact mapping or ifthe Map Value indicator is set in the rule editor.

Table Fields in the Phrase Mapping Table

Table Field Description

Internal_Id Phrase code in the set of rules. The rule editor uses a special syntax forphrase codes to distinguish them from normal texts. For this purpose thephrase codes are enclosed in square brackets and number signs, forexample [#R20#].

External_Id Phrase key in EH&S

Phrasetext Phrase text

Options Options that govern access to the data in EH&S more closely

Options for PhrasesOption Description Example

/WRITETHIS

This option has the effect of allowing you todecide which phrase key is returned if a numberof different external phrase keys are assigned toa phrase code of the set of rules.

External_IdPhr1

Phr2

Phr3

Internal_IdPhrA

PhrA

PhrA

/READTHIS This option has the effect of allowing you todecide which phrase code is read if an externalphrase key is assigned to a number of differentphrase codes of the set of rules.

External_IdPhr1

Phr1

Phr1

Internal_IdPhrA

PhrB

PhrC

Data Selection by UsageWhen you call the EH&S Expert, one or more usages [External] (rating and validity area) are specifiedas selection criteria for the specification data to be read. See the documentation on the IMG activityExtend Entry in Secondary Data Determination. Only the data whose usage matches the globalrequirement is read.

It is, however, also possible to define differing usages in a set of rules as selection criteria for certainfacts, records, or compositions in mapping using the /USAGE option. An example could be a set ofrules that is to read data with the usage PUBLIC REG_WORLD as a general rule, but for a specificfact should only read data from PUBLIC DE (for example, German water pollution class).

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ConfigurationThe possible validity areas and their hierarchy are specified in Customizing. As from EH&S Release2.5B SP4 and 2.7A or newer, the EH&S Expert reads the Customizing settings directly from the SAPSystem. Any changes in Customizing only come into effect when the EH&S Expert server process isrestarted because, for performance reasons, the data is read only once at the start.

Local ConfigurationIn older EH&S Releases, the information cannot be read directly from the SAP System. In this case itmust be stored locally on the Expert PC.

Setting up a local configuration of this type is basically done in two steps:

• Exporting the table TCG93 from the respective client of the SAP EH&S System and adapting theconfiguration file in accordance with the specified syntax

• Setting the registry parameters for the EH&S Expert using the EH&S Expert Administration Tools

Exporting the Table TCG93

1. Start the transaction se11 (Dictionary Initial Screen).

2. Display the database table TCG93.

3. To display the table contents unfiltered, choose Utilities → Table contents.

4. To export the table unconverted, choose System → List → Save → Local file.

5. Assign a file name.

Structure of the Configuration FileThe name of the configuration file can be chosen as required. The syntax of the configuration file isdescribed below. The | character is used as a separator between the columns. Any spaces betweenthe column separators and the codes are ignored. The example shows the structure of theconfiguration file for an EH&S 2.7 System.Line <Comment>

or

|<rvlid>|<land>|<region>|[<detail_rvlid>|]

<Comment> A comment is introduced by the number sign# at the beginning of the line.

<rvlid> Code for an EH&S validity area, for example,REG_EU

<land> SAP R/3 country code that is assigned to avalidity area, for example, US for UnitedStates

<region> Code that, together with the country code,describes an SAP R/3 region that is assignedto an EH&S validity area, for example, DE and08 for Germany, Baden-Wuerttemberg

<detail_rvlid> EH&S code that describes a plant, which isassigned to an EH&S validity area

Example of a Configuration File#################################################################

# Purpose: Customizing of the val. area codes within EH&S #

# to enable local usages within EH&S Expert sets #

# of rules other than the global read usage. #

# #

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# Parameters: #

# RVLID EH&S validity area code, e.g. REG_EU #

# LAND1 SAP R/3 country code, e.g. DE #

# REGIO SAP R/3 region code, e.g. Bavaria #

# DETAIL_RVLID Code describing organizational units #

# (EH&S version >= 2.7) #

# #

# System : SH1 #

# Client : 011 #

# #

#--------------------------------------- #

#|RVLID |LAND |REGIO|DETAIL_RVLID| #

#--------------------------------------- #

#################################################################|49CFR |US | | |

|BAVARIA |DE |09 | |

|BE |BE | | |

|BW |DE |08 | |

|CN |CN | | |

|DE |DE | | |

|DK |DK | | |

|FI |FI | | |

|FR |FR | | |

|GB |GB | | |

|NWÜRTT |DE |08 | |

|OALB |DE |08 | |

|REG_EU |AT | | |

|REG_EU |BE | | |

|REG_EU |DE | | |

|REG_EU |DK | | |

|REG_EU |ES | | |

|REG_EU |FI | | |

|REG_EU |FR | | |

|REG_EU |GB | | |

|REG_EU |GR | | |

|REG_EU |IE | | |

|REG_EU |IT | | |

|REG_EU |LU | | |

|REG_EU |NL | | |

|REG_EU |PT | | |

|REG_EU |SE | | |

|SSCHW |DE |08 | |

|US |US | | |

|US-O |US |WY | |

#---------------------------------------

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Registry ParametersThe Customizing table TCG93 is system-specific and client-specific. The following scenarios aretherefore possible:

• Using the registry parameter UsageData_<Mandant> for the destination that corresponds to theSAP System in the EH&S Expert administration tool, the configuration file is assigned to oneclient only within an SAP System, where <Mandant> is the number of the R/3 client.

• If the contents of the table is identical in all clients of an SAP System, the same configuration filecan always be used by using the registry parameter UsageData for the destination thatcorresponds to the SAP System in the EH&S Expert administration tool.

• By setting the registry parameter UsageData in the Global Settings tab in the EH&S Expertadministration tool, it is possible to use a central configuration file for all SAP Systems served bythis EH&S Expert server PC that do not have a different setting for their destination.

• With the optional registry parameter ReadUsageOffline = Yes, the EH&S Expert can beforced to also read the data from a local configuration file in all cases for EH&S Systems withRelease 2.5B SP4 or 2.7A or newer. You can set this parameter in the SAP R/3 Destinations taband in the Global Settings tab.

Example: EH&S Expert is called for the destination EHS_EXPERT_SHC from client 040. In this casethe Expert searches first for the registry parameter UsageData_040 under the respective destination.If it cannot find it, it searches for the UsageData parameter under the respective destination. If thisparameter could not be found either, the Expert searches for the UsageData parameter. Only whenthis parameter could not be found either does the Expert abort the execution of the set of rules withan error in an EH&S Release prior to 2.5B SP4 or 2.7A.

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Using the Rule EditorUseYou can use the rule editor to quickly and easily create sets of rules [Page 118] and the appropriatemapping tables [Page 136].

PrerequisitesSee EH&S Expert [Page 116].

Procedure1. Start the rule editor by calling the RuleEdit.exe program.

The EH&S Login dialog box appears.

2. Log onto the R/3 System that contains the EH&S components and that is specified as thedestination in the SAPRFC.INI (see documentation for the IMG activity Set Up SAPRFC.INI).

The rule editor loads the required data from the EH&S system, for example, value assignmenttypes, characteristics, phrase keys, identifiers, and fields from the header data, and displaysthem in the overview tree on the left-hand side. The property tree you last set in the system isloaded here.

3. Choose

− File → New to create a new set of rules

− File → Open → Local to edit an existing set of rules that is stored locally on your PC. Choosethe set of rules you require by double-clicking.

− File → Open → R/3 to edit an existing set of rules that is stored in your R/3 System. Choosethe set of rules you require by double-clicking.

4. Edit the rules. Proceed as follows:

• Choose Edit → New → Rule to create a new rule [Page 121] in the set of rules.

The name of the rule can contain only letters, numbers, and underscores, and muststart with a letter.

• Position the cursor in the set of rules tree on an existing rule to edit it.

5. Enter the required data for the individual rules (see Editing Rules [Page 153]).

6. Check and, if required, edit the mapping tables (see Editing Mapping Tables [Page 154]).

7. Save the set of rules either locally on your PC or in the SAP System.

ResultIf you edit a set of rules stored locally on your PC, the rule editor creates the following files:

• A rule file that you can edit with any text editor

• A file that contains the mapping tables

Before you can use the set of rules to determine secondary data with the EH&S Expert [Page 157]you must register it on the Expert server. For more information on registering, see the documentationin the IMG activity Set Up Windows Registry.

Registration is not necessary for set of rules stored in the SAP System.

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Editing RulesPrerequisitesYou have started the rule editor and created a new rule or loaded an existing rule (see Using the RuleEditor [Page 152]).

Procedure1. If you want to use data from compositions in the rule, in the Composition field choose the

corresponding value assignment type.

The system inserts the Components branch into the overview tree below the Identification(numbers, names, chemical formulas) branch. This contains the fields of the Composition tabpage from the value assignment type of the type Composition.

By selecting a composition, this means that all created facts are now assigned to thecomposition. While editing rules, if you want to assign characteristics of other valueassignment types, identifiers, header data, and so on, to the rules using drag & drop, youmust first choose NONE in the Composition field.

2. The sequence in which the rules are executed corresponds with the data dependency strategy(see When Is a Rule Executed? [Page 127]). If you want the rules to be executed explicitlyaccording to certain other rules, enter the latter in the Depends on Rules field. You can assign theother rules from the rule tree to the field by simply using drag & drop.

3. If you want to control the sequence in which the rules are executed using special commands inthe ToDo field (see Control of the Rule Execution Process [Page 129]), then assign the rule to arule group as follows:

a. Position the cursor in the rule tree window in the <Path>\<file name>:Rules screen.

b. Choose Edit → New → Group.

c. Choose the rule in the rule tree and assign it to the group using drag & drop.

4. Enter a description for the rule if required.

5. Under Condition (IF) define the conditions that must be fulfilled so that the activities under List ofToDo's (THEN) are performed.

6. Under List of ToDo's (THEN) define the activities that the system is to perform if the conditionsunder Condition (IF) are fulfilled.

Note the following for points 5 and 6 when entering data:

♦ You can assign most of the elements of the specification database (characteristics,value assignment types, phrases, and so on) to the Condition (IF), Left Expr. andRight Expr. fields in the rule editor using drag & drop. The system then automaticallygenerates the entries in the mapping tables [Page 136] with the correct assignments.

♦ Write texts in quotation marks that are, for example, in assignments (for example,LAB_REV := "2. Supplement").

♦ Enter characteristics that are assigned multiple values as sets.

See also:Operators, Commands, and Functions [Page 131]Example: Definition of a Simple Set of Rules [Page 155]Example: Definition of a Set of Rules with Records [Page 156]

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Editing Mapping TablesPrerequisitesYou have started the rule editor and created a new rule or edited an existing rule (see Using the RuleEditor [Page 152] and Editing Rules [Page 153]).

Procedure1. Choose

− View → Facts to edit the common mapping table for facts, records, and compositions

− View → Phrases to edit the phrase mapping table

The relevant mapping table appears.

2. Copy elements from the property tree to the mapping table as required using drag & drop.

3. Edit the table.

− As required, set the External Id, Description, or Default Value fields as ready for input bydouble-clicking. For the Default Value field a separate editing window with several lines isopened to make it easier for you to enter the values that are often very long.

− As required, change the In, Out, and Map Value indicators by clicking them.

− Set the Options field as ready for input by double-clicking. By pressing the right mouse keyand choosing Select Options, the Fact Options selection screen appears.

For more information on the possible options, see:

− Fact Mapping [Page 137]

− Phrase Mapping [Page 148]

− Record Mapping [Page 145]

− Composition Mapping [Page 147]

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Example: Definition of a Simple Set of RulesYou want to define a set of rules that assigns the characteristic R phrases of the value assignmenttype Labeling with the R phrase R10 (Flammable) for substances with a flash point between 21 and55°C. The value assignment type flash point is only to contain one data record, or in other words,assigned a single value.

Procedure1. Start the rule editor and create a new rule (see Using the Rule Editor [Page 152]).

2. Under Description enter a description for the rule, for example, Derivation of R phrasefrom flash point.

3. In the Condition field, enter the first part of the condition: 21 <.

4. From the overview tree choose the characteristic Value from the value assignment type Flashpoint and assign it to the Condition (IF) field using drag & drop.

21 < FLASH_POINT_VAL is now in the Condition (IF) field.

5. Add to the condition in the Condition field so that it reads 21 < FLASH_POINT_VAL,FLASH_POINT_VAL < 55.

6. From the overview tree choose the characteristic R phrases from the value assignment typeLabeling and assign it to the Left Expr. field using drag & drop.

The internal fact key LAB_R_PHRAS appears in the Left Expr. field and the systemautomatically adds the operator := to the ToDo field.

7. From the overview tree choose the phrase Flammable under the characteristic R phrases fromthe value assignment type Labeling and assign it to the Right Expr. field using drag & drop.

The internal phrase key "[#R10#]" appears in the Right Expr. field.

8. Save the set of rules.

ResultSee Using the Rule Editor [Page 152].

The rule file (<name>.rul) has the following structure:FACTS

LAB_R_PHRAS(OUT),

FLASH_POINT_VAL(IN),

;Rules

RULES

RULE NEWRULE1

DESCRIBE "Derivation of R phrase from flash point"

IF 21 < FLASH_POINT_VAL, FLASH_POINT_VAL < 55

THEN

LAB_R_PHRAS := "[#R10#]"

END

END

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Example: Definition of a Set of Rules with RecordsYou want to define a set of rules that assigns the characteristic R phrases of the value assignmenttype Labeling with the R phrase R10 (Flammable) and R18 (In use, may form flammable/explosivevapor-air mixture) for substances with a flash point between 21 and 55°C. The value assignmenttype Flash point can contain several data records, or in other words, it can be assigned multiplevalues. The R phrases are to be specified if at least one of the value assignments is between 21 and55 °C.

Procedure1. Start the rule editor and create a new rule (see Using the Rule Editor [Page 152]).

2. Under Description enter a description for the rule, for example, Derivation of two Rphrases from several flash points.

3. In the Condition (IF) field, enter the first part of the condition: 21 <.

4. From the overview tree choose the Flash point node for the value assignment type Flash pointand assign it to the Condition (IF) field using drag & drop.

The condition field now contains the following: 21 < FLASH_POINT.

5. From the overview tree choose the characteristic Value from the value assignment type Flashpoint and drag it directly to the existing FLASH_POINT. entry using drag & drop.

6. Add to the condition in the Condition field so that it reads 21 < FLASH_POINT.VAL,FLASH_POINT.VAL < 55.

7. From the overview tree choose the characteristic R phrases from the value assignment typeLabeling and assign it to the Left Expr. field using drag & drop.

The internal fact key LAB_R_PHRAS appears in the Left Expr. field and the systemautomatically adds the operator := to the ToDo field.

At this point it is not necessary to create a record in the same way as under 4. becauseonly one data record is to be created for the value assignment type Labeling in whichonly the R phrases characteristic is to be assigned multiple values.

8. Change the operator to += because the R phrases characteristic is to be assigned multiplevalues.

9. From the overview tree choose the phrase Flammable under the characteristic R phrases fromthe value assignment type Labeling and assign it to the Right Expr. field using drag & drop.

The internal phrase key "[#R10#]" appears in the Right Expr. field.

10. Repeat steps 7 to 10 in the next line of the List of Todos (THEN) but in step 10, instead ofassigning the phrase Flammable, assign the phrase In use, may form flammable/explosive vapor-air mixture to the Right Expr. field using drag & drop.

11. Save the set of rules.

ResultSee Using the Rule Editor [Page 152].

When using this set of rules to determine secondary data, the EH&S Expert creates one data recordfor the value assignment type Labeling for substances whose flash point is between 21 and 55°C in atleast one value assignment. In the value assignment, the characteristic R phrases is assigned thephrases Flammable and In use, may form flammable/explosive vapor-air mixture.

The rule file has the following structure:

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FACTS

LAB_R_PHRAS(OUT)

RECORD FLASH_POINT(IN)

VAL

END

;Rules

RULES

RULE NEWRULE1

DESCRIBE "Derivation of two R phrases from several flash points"

IF 21 < FLASH_POINT.VAL,FLASH_POINT.VAL < 55

THEN

LAB_R_PHRAS += "[#R10#]", LAB_R_PHRAS += "[#R18#]"

END

END

Determining Secondary Data with the EH&S ExpertUseSee EH&S Expert [Page 116]

PrerequisitesYou have defined at least one set of rules [Page 118] and the corresponding mapping tables [Page136] and registered both on the Expert server. For more information on registering, see thedocumentation in the IMG activity Set Up Windows Registry.

For further prerequisites see EH&S Expert [Page 116].

Procedure1. Start the EH&S Expert by calling the EhsExper.exe program with the parameter D<Name of

EH&S Expert destination>.

The Expert Server symbol that was created when the EH&S Expert was installed containsthe correct link to this program with a corresponding parameter that you can adjust asrequired.

2. In the R/3 System, execute one of the following procedures to determine specifications for whichyou want to determine secondary data.

− Searching Manually for Specifications [Page 18]

− Executing Queries [Page 34]

− Loading Sets of Hits [Page 45]

A set of specifications appears in the form of a hit list.

3. In the hit list, select the specifications you require and choose Utilities → Secondary data →Determination.

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The Determine secondary data dialog box appears.

4. Choose the EH&S Expert user exit by double-clicking.

− If you have set the parameter EXPERT_PARAMETER_CHANGE_MODE to S for the EH&SExpert user exit in Customizing for Product Safety, the SAP System displays the Determinesecondary data dialog box in display mode when secondary data determination is started.

− If you have set the parameter EXPERT_PARAMETER_CHANGE_MODE to E for the EH&SExpert user exit in Customizing for Product Safety, you can edit the environment parametersin the Determine secondary data dialog box when secondary data determination is started.The environment parameters set in Customizing are displayed as default values. Enter orchange the environment parameters as required.

− If you have set the parameter EXPERT_PARAMETER_CHANGE_MODE to H for the EH&SExpert user exit in Customizing for Product Safety, the SAP System does not display theDetermine secondary data dialog box when secondary data determination is started.

− If you have not defined the parameter EXPERT_PARAMETER_CHANGE_MODE for theEH&S Expert user exit in Customizing for Product Safety, the Expert: Parameter Entry forData Determination dialog box appears in display mode.

− If you have set the parameter EXPERT_PERFORM_DIFF_FLG to the indicator X for theEH&S Expert user exit in Customizing for Product Safety, a comparison of the initial valuesand results of the EH&S Expert run is displayed before the results are stored on the database(default = blank). To be able to use the parameter EXPERT_PERFORM_DIFF_FLG, thereference module C1R3_SUB_EXPERT_EVALUATE must be selected.

ResultUsing the rules in the set of rules, the EH&S Expert determines data for the selected specificationsand writes it to the database. When writing the data, the EH&S Expert uses the data you specified inthe IMG activity Manage User Exits under the corresponding parameters for the EH&S Expert userexit for rating, validity area, data provider, and data origin, or the data changed manually in theExpert: Parameter Entry for Data Determination dialog box.

The save mode specified in Customizing or in this dialog box determines whether existing datarecords are overwritten, or whether new data records are just added. If the newly determined data isidentical to the data determined at an earlier stage, the system does not delete or create data if savemode I is not set. For more information about the save mode, see the documentation for the IMGactivity Extend Entry in Secondary Data Determination.

You can use and edit the data that was written to the database by the EH&S Expert in the same wayas data entered manually.

Here you should note that if during subsequent manual processing the data origin anddata provider differ from the corresponding parameters of the EH&S Expert run, a newvalue assignment instance is created in a new EH&S Expert run – even if the values thenmatch.

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Rule DebuggerUseUsing the rule debugger you can check sets of rules that you have written for the EH&S Expert. Youcan execute sets of rules with real data step-by-step, check interim and final results, and if necessary,change the results and return them to EH&S specification management.

IntegrationThe rule debugger is part of the EH&S Expert rule editor and you can call it from the rule editor.

PrerequisitesYou have saved the sets of rules you want to check before running the rule debugger. If any sets ofrules are not saved or have been edited since the last save, a dialog box appears when you start thedebug mode that prompts you to save.

As the rule debugger works with specification data, you must have created specifications in thespecification database in the SAP System.

FeaturesThe Debug menu contains the following menu options:

• Start / Restart The rule debugger is started [Page 161].

• Stop The rule debugger is stopped and the system returns to edit mode.

• Break The rule debugger run can be interrupted if it runs into long processes or endless loops.Break is equivalent to a breakpoint at the next possible point in the set of rules.

• Go The rule debugger starts and processes the set of rules up to the next breakpoint. If nobreakpoints are set, the set of rules is processed to the end.

Rules that were processed because the condition was TRUE are marked with a greencheckmark. Rules whose condition did not apply and whose todo part was not executedare marked with a red checkmark. When processing a number of instances, the followingcombinations are possible:

– Two green checkmarks: rule was executed for all instances.

– Two red checkmarks: rule was not executed for any instances.

– One green and one red checkmark: rule was executed for a part of the instances.

• Step Into, Step Over, Step Out, Step To Next Rule The rule debugger jumps to the next rule orthe next todo for the same rule. The exact behavior depends on the particular position of the ruledebugger within the hierarchy of the set of rules. See Step Functions in the Rule Debugger [Page161].

• Run To Cursor The debugger processes the set of rules up to the point where you have placedthe cursor. You can position the cursor at the level of the rules or at the level of the individualtodos within the rules.

• Write Data The data generated during the rule debugger run is written back to the SAP System.Here you should note that the settings made under Tools → Options on the Debug tab page areused.

• Breakpoint, Enable/Disable Breakpoint, Advanced Breakpoints Breakpoints are used to haltthe processing of a set of rules at the required position. See Breakpoints in the Rule Debugger.[Page 163].

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Breakpoints can also be set in edit mode; the set of rules must then be saved beforedebugging.

• Watch, Watch Rule Facts In addition to fact and phrase mapping tables you can use theseoptions to track the current values of facts and thus follow the progress of the set of rules. SeeWatch Functions in the Rule Debugger [Page 164].

In connection with fact mapping tables, see also How Compositions Are Displayed in theRule Debugger [Page 165].

• Go To Current Break Location If you have navigated to another rule or another todo in the rulewindow when the rule process was interrupted, you can use this option to return to the positionwhere the process was interrupted.

A yellow arrow indicates the rule in the set of rules the rule debugger has currently reachedwhen rule execution was interrupted. At todo level, the todo line where the rule debugger iscurrently located is shown colored yellow. The yellow todo has in this case not yet beenexecuted.

For breakpoints at facts or for breakpoints with a condition but without reference to a rule or toa todo, rule execution is interrupted after the todo that triggered the breakpoint. In this casethe todo is colored orange.

• Optimize Condition Evaluation Performance optimization is deactivated as default in the ruledebugger, but can be reactivated.

The performance of the EH&S Expert is optimized to evaluate complex, logically linkedconditions in the IF part. This can considerably increase the speed, particularly whenworking with compositions [Page 123].

If, for example, the condition is: Composition1.MeltingPoint > 50 °C ANDComposition1.Subid = Composition2.Subid, the second part of the condition is no longerprocessed if a negative result was already produced for the first part. This avoidsunnecessary loops.

• Visualize Recursive Rule Dependencies See also Data-Dependent Rule Execution in When Isa Rule Executed? [Page 127].

The following menu options are also relevant for the rule debugger:

Under Tools → Options you can make settings for the debug mode on the Debug tab page. Asdefault, no settings are made for reading and writing the data. Particularly for writing the calculateddata from the debug mode back to the database, we recommend you use the settings in Customizing.For reading the data, you should set the correct usage as the selection criterion.

Under Edit → Find you have the option of searching for rules and facts according to their name orcontents.

ActivitiesThe rule debugger is started from the rule editor by choosing Debug → Start. A dialog box appears inwhich you select a specification from the specification database in the SAP System. You can searchgenerically. As a result, a hit list appears from which you choose a specification.

We recommend that you hide the property tree in the rule editor when in debug mode.

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Starting the Rule DebuggerProcedure1. Start the rule debugger from the rule editor by choosing Debug → Start.

A dialog box appears in which you select a specification from the specification database in theSAP System.

2. Enter your search criteria. You can search generically.

A hit list then appears.

3. Select a specification and confirm your entry.

Result• The system loads the data for the specification you selected. Here the usage set under Tools →

Options on the Debug tab page applies as the selection criterion. The rule editor goes into debugmode. The message Debug: ready to apply rules appears in the status bar of the editor.

• The todo list in the editor is always displayed in table form in the debug mode.

• In debug mode, the mapping tables first show the value assignments imported from the selectedspecification. During rule processing, the currently valid fact values are displayed. You canconfigure the view according to your requirements by choosing Tools → Customize no. ofcolumns. Use the input help to choose Debug Mode, select the required columns and confirmyour entries.

You can change the values in the mapping tables [Page 136] by double-clicking them toactivate the edit function.

NoteWe recommend that you hide the property tree in the rule editor when in debug mode to improve theoverview on the screen.

Step Functions in the Rule DebuggerThe following menu options are available in the rule debugger menu:

• Step Into If possible, the debugger jumps one level deeper.

• Step Over The debugger jumps to the next point on the same level.

• Step Out The debugger jumps up one level.

• Step To Next Rule The debugger executes the remaining repeats of the current rule based on acomposition or record without stopping and jumps to the beginning of the following rule.

Rule processing can be interrupted at the following levels:

• At the level of a rule. Rule processing is interrupted before the check of the condition for therespective rule.

• At the level of a todo. Rule processing is interrupted before execution of the respective todo.

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So, depending on the level at which rule processing is interrupted, the debugger jumps to differentpoints in the set of rules with the various step functions. The following tables show more detailedinformation.

Starting point: Rule 1 (without record or composition; condition fulfilled)

Step Function Destination Point

Step Into Todo 1 of rule 1

Step Over Rule 2 (todos are executed without stopping)

Step Out Rule 2 (todos are executed without stopping)

Step to Next Rule Rule 2 (todos are executed without stopping)

Starting point: Rule 1 (without record or composition; condition not fulfilled)

Step Function Destination Point

Step Into Rule 2 (todos are not executed)

Step Over Rule 2 (todos are not executed)

Step Out Rule 2 (todos are not executed)

Step to Next Rule Rule 2 (todos are not executed)

Starting point: Rule 1 (with record or composition; condition fulfilled for current instance)

Step Function Destination Point

Step Into Todo 1 of rule 1

Step Over Rule 1 for the next instance (todos for the current instance are executed withoutstopping)

Step Out Rule 1 for the next instance (todos for the current instance are executed withoutstopping)

Step to Next Rule Rule 2 (rule 1 is executed for all other instances, depending on the condition)

Starting point: Rule 1 (with record or composition; condition not fulfilled for current instance)

Step Function Destination Point

Step Into Rule 1 for the next instance

Step Over Rule 1 for the next instance

Step Out Rule 1 for the next instance

Step to Next Rule Rule 2 (rule 1 is executed for all other instances, depending on the condition)

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Starting point: Todo 1 of rule 1 (without record or composition)

Step Function Destination Point

Step Into Todo 2 of rule 1

Step Over Todo 2 of rule 1

Step Out Rule 2 (others todos of rule 1 are executed without stopping)

Step to Next Rule Rule 2 (others todos of rule 1 are executed without stopping)

Starting point: Todo 1 of rule 1 (with record or composition)

Step Function Destination Point

Step Into Todo 2 of rule 1 at the current instance

Step Over Todo 2 of rule 1 at the current instance

Step Out Rule 1 for the next instance (other todos of rule 1 for the current instance areexecuted without stopping)

Step to Next Rule Rule 2 (other todos of rule 1 for the current instance are executed withoutstopping, rule 1 is executed for all other instances, depending on the condition)

NotesWhen debugging sets of rules with subsets of rules, the jumps described above do not apply withinthe subsets of rules. Subsets of rules are run through and executed without stopping. To debugsubsets of rules you must look at them separately.

Breakpoints in the Rule DebuggerBoth in debug mode and in edit mode of the EH&S Expert rule editor you have the option of settingbreakpoints at different levels of the set of rules.

To set breakpoints, position the cursor and choose Debug → Breakpoint. With Go the setof rules runs through to the next breakpoint.

Even when you use the step functions in the rule debugger [Page 161], processing of theset of rules is stopped by breakpoints that lie before the end point of the step function.

Effect of a Breakpoint Depending on the Level in the Set of Rules

Level in Set of Rules Debugger ReactionRule Stops before executing the rule, before checking the IF

partTodo Stops before executing the todoFact Stops after the todo that changed the value of the factCondition (see Advanced Breakpoint) Stops after the todo that set the TRUE condition

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Advanced BreakpointYou can use the advanced breakpoint function to attach conditions to breakpoints. The debuggerstops as above, but only if the condition is fulfilled. You can also specify a single condition that causesthe process to stop as soon as it is fulfilled.

To set advanced breakpoints, position the cursor and choose Debug → AdvancedBreakpoint.

The Insert Breakpoint dialog box appears.

In the Insert Breakpoint dialog box you can make entries for breakpoints with the following syntaxunder Enter the breakpoint.

Syntax Example

Condition <Expression> DENS.VAL > 2

Rule RULE <rule name> RULE rule1

Fact FACT <fact name> FACT DENS_VAL

Todo RULE<rule name>@<todo number> RULE rule1@1

You can link breakpoints with a condition using the WHEN supplement. Conditions are formulated inthe same syntax as in the set of rules [Page 118]. The following advanced breakpoint stops at todo 2of rule 1 when the value of the density is > 2.RULE rule1@2 WHEN DENS.VAL > 2

In the Insert Breakpoint dialog box you can disable, enable, or delete breakpoints using thecheckboxes in the list.

Notes• With Enable / Disable Breakpoint you can temporarily deactivate breakpoints. These are then

colored gray. This option is useful if you do not want to stop every time when processing manyinstances.

It may also be useful not to delete breakpoints that were linked to conditions, but simply todisable them. This means you avoid having to enter the condition again.

• You can activate the breakpoint again by placing the cursor on the breakpoint and choosingEnable / Disable Breakpoint again or by enabling the breakpoints in the Insert Breakpoint dialogbox.

Watch Functions in the Rule DebuggerIn debug mode in the EH&S Expert you will find the options Watch and Watch Rule Facts in theDebug menu. You can use these options to track the current values of the facts and the progress ofthe set of rules, complementing the fact mapping tables.

Watch Rule Facts

To display the Watch Rule Facts window, choose Debug → Watch Rule Facts.

The window shows you the facts for the rule that is currently selected in the rule window. If you havenot influenced the selection manually, the rule at which rule processing was stopped is selected. Inthis window you CANNOT change the values of the facts.

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You can watch the facts of other rules in the set of rules by placing the cursor on therespective rule or by choosing the rule name in the Watch Rule Facts window in theContext line and confirming your selection. When the debugging process continues, thewindow then shows the facts of the current rule again.

Watch

To display the Watch window, choose Debug → Watch.

In this freely configurable window you can watch the facts of your choice. You can edit the values ofthe displayed facts in this window.

To be able to edit the values of the facts, double-click the respective line to activate theedit function.

To add a fact to the watch window, enter the name of the fact (or the name of a record orcomposition) in the Expression line in the Watch window or position the cursor on the fact in themapping table and choose right mouse button → Add to watch.

How Compositions Are Displayed in the Rule DebuggerYou can view records and compositions in the debug mode of the EH&S Expert in the fact mappingtable. The display of records and compositions is different from how they are displayed in edit mode inthat there is an additional node level to show multiple instances of a record and several componentsof a composition.

The instances of a record and the components of a composition are numbered in the tree structurewith <Name>(1/<N>) to <Name>(<N>/<N>) (according to the number of instances or components).<Name> stands for the internal ID, or the name of the record or composition, <N> stands for thenumber of instances or components.

You can edit the values of the facts. To do this, activate the edit function by double-clicking the values column.

In addition, an instance or component <Name>(NEW) that is still empty is shown. This is for a newinstance or component to be created. Parallel to the procedure, you can fill facts in rules with theassignment <Name>.NEW.<Fact> := <Value> and use the COMMIT command to create a newinstance or component. Proceed as follows to fill the facts with values and create a new instance orcomponent:

1. To do this, activate the edit function by double-clicking the values of the facts.

2. Enter the values.

3. Choose right mouse button → Commit.

<Name>(NEW) is given the number <Name>(<N+1>/<N+1>)and is added to the other instances orcomponents. The NEW instance or component is emptied again and can be used to create anotherinstance or component.

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Subsets of RulesUseYou can simplify complex sets of rules [Page 118] by splitting them into main sets and subsets ofrules. This process creates smaller encapsulated units that can be edited more easily.

FeaturesThe subsets of rules are called from the main set of rules. The main set of rules passes the contentsof the facts [Page 119], records [Page 125], and compositions [Page 123] to the subset of rules. Thesubset of rules executes and then passes the newly calculated facts, records, and compositions backto the main set of rules.

Data is exchanged only between the main set of rules and the subset of rules. Subsets ofrules do not read data directly from the specification database. Therefore no mappingdatabase is required for sets of rules that serve exclusively as subsets of rules.

A subset of rules is called using the CALL command [Page 131]. The CALL command in its simplestform appears as follows:

CALL "<RULE_NAME>"

END

The system identifies the subset of rules by means of its <RULE_NAME>. It is important,therefore, that you register the subsets of rules. For more information, see thedocumentation on the IMG activity Interfaces → EH&S Expert → Set Up WindowsRegistry in Customizing for Product Safety.

In the above case, the input facts, records, and compositions of the subset of rules are read by facts,records, and compositions of the main set of rules with the same names, and the output facts,records, and compositions of the subset of rules are returned to facts, records, and compositions ofthe main set of rules with the same names. This is not always possible or desirable. To match updifferent names of facts, records, and compositions in main and subsets of rules and to meet otherrequirements that arise, the CALL command has an optional extended syntax shown and explainedbelow.

CALL Command SyntaxCALL "<RULE_NAME>"

WITH <NAME> AS MAIN

MAP

<NAME_MAIN> AS <NAME_SUB>

RECORD <NAME_MAIN> AS <NAME_SUB>

<NAME_MAIN> AS <NAME_SUB>

END

Composition <NAME_MAIN> AS <NAME_SUB>

<NAME_MAIN> AS <NAME_SUB>

RECORD <NAME_MAIN> AS <NAME_SUB>

<NAME_MAIN> AS <NAME_SUB>

END

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END

END

PHRASEMAP

"TEXT_MAIN" AS "TEXT_SUB",

"TEXT_MAIN" AS "TEXT_SUB"

END

END

You can enter the complex syntax of the CALL command in the rule editor in the multilineediting window List of Todos. To set this editing window, under Tools → Options on theEdit tab page select the field Use Multiline Edit Box for To Do's.

• WITH <NAME> AS MAIN This makes it possible to match up different levels in the main andsubset of rules. In this way, facts in a subset can be linked with the facts of a composition or arecord in the main set of rules. The subset of rules is called for each component of thecomposition <NAME> or for each instance of the record <NAME>. The facts of the specifiedcomposition or record in the main set of rules are assigned in this case to the facts of the subsetof rules without reference to a composition or record.

• MAP Optional section for assigning facts, records, and compositions in main or subsets of rules iftheir names are different or if an existing assignment with the same name is to be overwritten.The entries on the right for the subset of rules must be uniquely assigned for this. Thus theassignment A AS B, A AS C is allowed, but not A AS B, C AS B.

The simplest entry is <NAME_MAIN> AS <NAME_SUB> where the left-hand side relates tothe main set of rules and the right-hand side to the subset of rules. Records and compositionscan also be assigned. For the correct syntax, refer to the above example. Within an assignedrecord or composition, an assignment of the facts by means of identical names also applies ifno explicit assignments were made.

If the system cannot find the respective assignments, it uses the original names.

• PHRASEMAP This makes it possible to assign the contents of facts, such as phrase keys, toother values when transferring them. This assignment is also optional. It must be unique on bothsides. The right-hand side relates to the subset of rules. Only text values are assigned.

Note• Dependencies between rules: The EH&S Expert also takes into account dependencies between

rules when working with subsets of rules. See also Data-Dependent Rule Execution in When Is aRule Executed? [Page 127].

• Data transfer: Before reading data into the subset of rules, its facts, records, and compositionsare empty. Reading in is done in the same way as the initial import of data into the main set ofrules.

Writing data back to the main set of rules is done as follows:

− For facts, the values calculated in the subset of rules are transferred.

− For records, the records in the main set of rules are first emptied so that the statusdetermined in the subset of rules can be transferred to the main set of rules.

− When writing back the data for compositions, no instances in the main set of rules aredeleted; they are filled in sequence. If more instances exist in the main set of rules than in thesubset, these remain unchanged. If there are fewer instances in the main set of rules,additional instances are created.

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EH&S Easy ExpertUseThe EH&S Easy Expert enables you to create sets of rules directly in the SAP System. With thesesets of rules, you can easily make mass changes to data in specifications that are stored inspecification management in the Product Safety component.

IntegrationAll value assignment types of the value assignment category A [normal property (with class)] that arestored in specification management can be edited.

Prerequisites• You have made the necessary settings in Customizing for Product Safety.

• You have created specifications.

FeaturesThe EH&S Easy Expert allows you to create and edit sets of rules. You can store the sets of rules inthe SAP System.

When you run EH&S Easy Expert passes, the system gives you the choice of the following options:

• Write the results to the database immediately

• Display the results before writing them to the database

• Run the set of rules as a background job

Creating Sets of Rules with EH&S Easy ExpertProcedure1. From the specification management hit list, choose Utilities → Sets of rules → New.

The Easy Expert Edit Set of Rules screen appears.

It is possible to create or edit EH&S Easy Expert sets of rules without selectingspecifications in the specification management hit list. You must, however, selectspecifications in order to be able to execute the set of rules.

2. To make changes to identifiers, choose beside Change identifiers.

The Changes to identifiers input box appears.

a. Enter the identifier category, identifier type, language, operator [Page 170], and identifier.

b. Confirm the dialog box.

The Easy Expert Edit Set of Rules screen appears again.

3. To make changes to value assignments or create new value assignments, choose besideChange value assignments.

The Property Tree dialog box appears.

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a. If you need to, change to another property tree in order to display the value assignment typeyou want to change.

b. In the tree, choose the value assignment type by double-clicking it.The Easy Expert Characteristic Changes dialog box appears.

c. In the upper part of the screen, enter any restrictions you require.Entering restrictions allows you to set filters. When you enter restrictions, the set of rulespass takes only the value assignment instances into account whose values match thevalues of the restriction.

If you choose the phrase approx. as the restriction for the accuracy, only the valueassignment instances are taken into account whose accuracy is assigned the phraseapprox. as its value.If you enter >3 for the value of the density as a restriction, only substances are taken intoaccount where the value assignment type Density has a value of >3.

d. In the lower part of the screen, enter the value changes using the operators.e. Confirm the dialog box.

The Property Tree dialog box appears again. You can also enter changes for other valueassignment types in the set of rules.

f. Confirm the dialog box.The Easy Expert Edit Set of Rules screen appears again.

g. Choose whether you want to change existing value assignments or create new valueassignments.

4. To use usages as selection criteria, choose beside Read in the Usage group box.The Enter Usage screen appears.

a. Make your entries and confirm them.

5. To change usages or create new usages for new value assignment instances, choose besideWrite in the Usage group box.

The Enter Usage screen appears.a. Make your entries and confirm them.

6. Under Options choose which of the following you require:

• Check the results of the set of rules before writing them to the database• Write the results directly• Write the results in the background

7. Choose Execute if you want to execute the set of rules [Page 172].8. Choose Save if you want to save the set of rules [Page 173].

To change a value assignment type dependent on another value assignment type, youmust use the selection criteria in the Edit Specification, Initial Screen. You can thereforeenter characteristics of a value assignment type as selection criteria at the level of thespecification management hit list [Page 36] and edit another value assignment type at thelevel of the EH&S Easy Expert pass.For example, in this way you could select all real substances with a density of >2 andthen for all these, add the phrase approx. in the value assignment Flow time during theactual EH&S Easy Expert pass.

See also: Sample Set of Rules for EH&S Easy Expert [Page 171]

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Operators for EH&S Easy Expert Sets of RulesIn addition to simple mathematical operators (+, -, *, /), the following operators are available for you tocreate EH&S Easy Expert sets of rules and can be selected using the input help. The selection ofoperators provided in the input help is context-sensitive.

Operator Description

ADD Adds an additional value for characteristics that can have more than one valueassigned.

For example: R phrases:

Old: R15, R16

ADD: R17

New: R15, R16, R17

DEL Deletes an existing entry.

In the case of characteristics that can have more than one value assigned,individual values can be deleted selectively.

For example: R phrases:

Old: R15, R16, R17

DEL: R16

New: R15, R17

NOOP (No operator) Default setting that has the effect of not changing the initialvalues.

SET Sets a new value.

In the case of characteristics that can have more than one value assigned, theold values are replaced.

For example: R phrases:

Old: R15, R16, R17

SET: R18

New: R18

To change a number of characteristic values at the same time in one EH&S Easy Expertpass in characteristics that can have more than one value assigned, proceed as follows:

1. In the Easy Expert Characteristic Changes screen, write the first characteristic value in the lineintended for this purpose.

2. Select the characteristic.

3. Choose .

4. Write the second characteristic value in the newly generated line.

5. Repeat this procedure once for each characteristic value you want to change.

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Sample Set of Rules for EH&S Easy ExpertBelow you will find an example of how to create a set of rules.

ScenarioIn a group of selected real substances, you want to increase the value of the density by 0.1 in allsubstances with a Density > 2 and add the phrase approx. to the corresponding characteristicAccuracy. You want to compare the results of the EH&S Easy Expert pass with the original valuesbefore writing them to the database.

Procedure

1. From the specification management hit list, choose Utilities → Sets of rules → New.

The Easy Expert Edit Set of Rules screen appears.

2. Next to Change value assignments, choose .

The Property Tree dialog box appears.

3. If you need to, change to another property tree in order to display the value assignment typeDensity.

4. In the tree, choose the value assignment type Density by double-clicking it.

The Easy Expert Characteristic Changes dialog box appears.

5. In the upper part of the screen, enter the following restriction.

Restriction Enter

Value >2

6. In the lower part of the screen, enter the following value changes.

Characteristic Operator Value of Change

Accuracy SET approx.

Value Add to value 0.1

7. Confirm the dialog box.

The Property Tree dialog box appears again.

8. Confirm the dialog box.

The Easy Expert Edit Set of Rules screen appears again.

9. Under Value assignments choose Change existing val. assgmt.

10. Under Options choose Check results.

11. Choose Execute.

The results of the EH&S Easy Expert pass are displayed in a tree beside the old values. Youhave the choice of either accepting or rejecting the results.

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Executing EH&S Easy Expert Sets of RulesPrerequisitesYou have loaded [Page 173] and possibly changed an existing set of rules or you have created [Page168] a new set of rules.

You must be on the Easy Expert Edit Set of Rules screen or on the Easy Expert Display Set of Rulesscreen.

Procedure1. Under Value assignments choose one of the following:

− Create new value assignment if you want to create new value assignments or if you want toadd new value assignment instances to existing value assignments.

− Change existing val. assgmt if you want to change the instances of existing valueassignments.

2. Under Options choose which of the following you require:

− Check the results of the EH&S Easy Expert pass before writing them to the database

If you check the results before executing, the system displays the original values and theresults of the EH&S Easy Expert pass together in a tree structure.

− Write the results directly to the database

− Write the results to the database in the background

The option of executing the EH&S Easy Expert pass as a background job allows you, forexample, to execute the pass at a specific time or dependent on other jobs.

3. Choose Execute.

If you execute the EH&S Easy Expert passes as background jobs, you receive amessage in your SAP inbox whether the pass was successful or not.

• To do this, choose Office →=Inbox in the SAP initial screen and then choose Total.

• From the list of EH&S Easy Expert messages, you can select individual EH&S EasyExpert passes to restart them.

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Saving EH&S Easy Expert Sets of RulesPrerequisites• In Customizing for Product Safety you have edited the IMG activities Specify Groups and Specify

Group Trees and Assign Groups.

• You have created an EH&S Easy Expert set of rules.

Procedure1. From the Easy Expert Edit Set of Rules dialog box, choose Save.

The Expert Set of Rules dialog box appears.

2. Select a group using the input help.

3. Assign a name for the set of rules in the Grp entry field.

4. If you wish, enter a name for the set of rules on the Desc. tab page.

5. Choose Transfer.

For more information about groups, see Group Overview [Page 25].

Loading EH&S Easy Expert Sets of RulesPrerequisites• In Customizing for Product Safety you have edited the IMG activities Specify Groups and Specify

Group Trees and Assign Groups.

• You have already created and saved EH&S Easy Expert sets of rules.

Procedure1. From the specification management hit list, choose Utilities → Sets of rules → Load.

The Expert Set of Rules dialog box appears.

It is possible to load and edit EH&S Easy Expert sets of rules without selectingspecifications in the specification management hit list. You must, however, selectspecifications in order to be able to execute the set of rules.

2. From the tree structure, choose the required set of rules by double-clicking it.

The Easy Expert Display Set of Rules screen appears.

ResultYou have loaded the required EH&S Easy Expert set of rules. You can now execute or edit the set ofrules.

For more information about groups, see Group Overview [Page 25].

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Notification StatusDefinitionValue assignment type of value assignment category Listing. You can use the notification status todecide whether a substance may be exported to a certain country. The notification status specifies:

• If a substance may be traded in a defined jurisdiction

• On what basis its import is prohibited or permitted, and if any restrictions apply

The TSCA list, for example, would be a regulatory list that could serve as a basis.

Most of these lists are positive lists, this means, they list substances (products, mixtures,preparations) that may be imported and traded. There are also some negative lists that containsubstances with restrictions.

UseThe notification status is normally specified by individual legislatures for pure substances and mustbe derived from the specifications for products made of pure substances. The user exit Notificationstatus was developed for this (see Determining the Notification Status [Page 180]).

If existing data is changed, you must check the notification status. The user exit Notification statuswas developed for this (see Checking the Notification Status [Page 181]).

All values for the notification status given here are sample values only. The phrase setand the phrases containing these values are not delivered in the standard system.

StructureIn the standard property tree, the value assignment type Notification status is located under the nodeRegulations without transport. The value assignment type Notification status contains the followingcharacteristics:

• Notification basis

In this phrase-related characteristic, you can specify the legal basis on which notification hastaken place.

• Regulatory list

This characteristic contains the regulatory lists that are used as the basis for the notificationstatus. You define these regulatory lists in Customizing for Product Safety in the IMG activitySpecify Regulatory Lists. In addition, you can maintain them in the Product Safety SAPcomponent (see Regulatory List Management [Page 184]).

• Revision

In this characteristic, you can further specify the basis on which the most recent notificationstatus was determined (such as version number or year of publication of a particular list).

• List notification

List notification is a theoretical status that is derived from the notification of the puresubstance or the notifications of all individual ingredients of compositions. Because the statusis theoretical, there may be discrepancies between list notification and a substance's realnotification status.

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When the EH&S component determines the list notification of a composition, it takes intoaccount all notifications of the nodes in the completely expanded composition tree. Thesystem does not distinguish between specification categories. This means that a nodecan also be a specification of the specification type Real substance.

The value cannot be changed manually (see Determining the Notification Status forCompositions [Page 177]).

The description List notification is derived from the fact that the nodes of a componenttree are normally specifications of specifications type Listed substance.

• Component notification

Just like list notification, component notification is derived from the notification of the puresubstance or the notifications of the ingredients of compositions. However, the ingredientscontaining compositions are not expanded any further. This means that the system only takesinto account the notifications of ingredients (pure substances or compositions) on the firstlevel.

When determining the component notification, EH&S for this reason only uses thenotification status entered for the specification for the ingredient on the first level. It doesnot take into account the notification derived from the composition of this ingredient. Thismeans that if you have manually set the notification status of an ingredient consisting of acomposition, the component notification may be different to the list notification.

The component notification is only set automatically and cannot be changed manually. Itis used for information purposes only.

• Notification

This characteristic contains the notification status. You enter this value manually or adopt itafter the SAP System has determined the notification status.

In the phrase set assigned, the sort sequence determines the priority of the individual values(see Values for the Notification Status [Page 176]).

The notification status you enter here is definitive and binding.

• Additional info

In this characteristic, you can make, for example, the following entries:

− Reasons for the notification status selected

− Exceptions

− Conditions within the notification status

• Notification date

This characteristic contains the date on which a substance was registered with the relevantauthority.

• Notification number

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Notification Status ValuesThe notification status can have the following values in the SAP Product Safety component.

All values for the notification status given here are sample values only. The phrase setand the phrases containing these values are not delivered in the standard system.

Value Sort Priority Meaningn 1 1 Notification negative

q 3 3 Quantity limit

t 4 4 Temporary special case

e 5 5 Special case general

y 6 6 Notification positive

No valueentered

9999 2 In work (default value)

If you want to create a phrase set with corresponding phrases, you must adhere to the followingguidelines for sorting to acquire a valid status.

• The notification status is determined according to priority. The gap in the sorting between 1 and 3forms a placeholder for the default value 9999. This value then has priority 2 and is used when novalue assignment is available for a characteristic.

• In cases q, t, and e, the notification status is determined only in connection with thecharacteristic value for Additional info.

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Determination of Notification Status for CompositionsTo determine the notification status for a substance with a composition of several differentingredients, the SAP System first determines the individual ingredients. The composition of asubstance specification is thereby expanded completely regardless of whether a specification for aningredient has specification type Listed substance or Real substance.

See also Example: Determination of Listed Substances [Page 178].

Finally, for each specification for an ingredient, the SAP System reads the value assignment of thephrase-related characteristic Notification status. The SAP System uses the priority assigned to thevalue assignment to derive the notification status for the composition that corresponds to the lowestpriority (calculation of a minimum). If no value is found, the SAP System uses the default value.

If the user does not have the required authorizations to expand the composition tree completely, theprocess is terminated at the appropriate point. The default value is used for further derivation.

A composition contains the specifications for substances A, B, C, and D. The results areas follows.

Case A:Substance

NotificationStatus

Legend:

6 = notification status is positive1 = notification status is negative

A 6

B 6

C 6

D 6

Notification status = 6

Case B:Substance

NotificationStatus

A 6

B 1

C 6

D 6

Notification status = 1

See also: Example: Derivation of List and Component Notification [Page 179]

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Example: Determination of Listed SubstancesIn the following example, the substances (set in square brackets) are listed substances. The listedsubstances have the following notification statuses:

Z=y, D=e, B’=y, B’’=y, C’=y, C’’=n, H2O=y.In the first step in determining the notification status, the composition tree is expanded completely tolisted substance level.

Within the recursive descent, the system checks for the appropriate authorization everytime a composition is read. If the user does not have all the authorizations to expand thecomposition tree completely, the process is terminated at the appropriate point.

In this case, the default value specified in the phrase set with sort sequence 9999 is usedfor further derivation. This value is marked in the output.

Composition tree Step 1:Expansion to the listed substancelevel(leaves of tree)

P PA 40% A

� C 50% � C� A' 50% � � [C']� [B'] 85% � � [C'']� [Z] 10% � � [H2O]� [D] 5% � A'

B 45% � [B']� [B'] 60% � [Z]� [B''] 40% � [D]

C 5% �� [C'] 60% �� [C''] 1% B� [H2O] 38% � [B']

[D] 5% � [B''][H2O] 5% C

� [C']� [C'']� [H2O]

[D][H2O]

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Example: Derivation of List and ComponentNotificationIn the first step in determining the notification status, the SAP System completely expands thecomposition tree to listed substance level.

See also Example: Determination of Listed Substances [Page 178].

The notification status n (notification negative) has a lower priority than notification status y. Thismeans that component C has list notification n as a result.

This means that the notification status would be derived from the values in parentheses if the valuesfor the list notification were passed up in the hierarchy.

Step 2:Derivation of List Notification (Lis)and Component Notification (Com)

Results Displayin a List

P Lis Com Prop A Lis Com Prop

A (n) y 40% B y 44%

� C (n) 50% B y 18%

� � [C'] y 60% C' y 15%

� � [C''] n 1% C'' n 0.25%

� � [H20] y 38% D e 6%

� A' (e) 50% Z y 2

� [B'] y 85% H2O y 14.5%

� [Z] y 10%

� [D] e 5%

B (y) y 45%

� [B'] y 60%

� [B''] y 40%

C (n) n 5%

� [C'] y 60%

� [C''] n 1%

� [H2O] y 38%

[D] e e

[H2O] y y

For substance A, there is an obvious discrepancy between the list and component notification, that is,the notification status in the specification for substance A was changed by the appropriate personresponsible (from n to y). This yields an overall default value for the list notification of PLis =min(y,n,y,y,y,,y,ye,y,n,y,e,y) = n and PReg = min(y,y,n,e,y) = n for thecomponent notification.

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Determining the Notification StatusPrerequisites• You have specified the environment parameters for user exit category SUB_SEDACA with the

user exit name REGSTAT in the IMG activity Manage User Exits in Customizing for ProductSafety. Here, you define the value assignment type and characteristics that:

− Are used as the source for determining the notification status

− You want to use as the target into which to transfer the values determined

In the source and target value assignment type, the value assignment type Notification statuscontains the source and target characteristics: The SAP System derives the targetcharacteristics List notification and Component notification for the overall composition fromthe source characteristic Notification for the individual components.

For more information on the environment parameters, see the IMG activity Manage UserExits.

• You have created a phrase set [External] that contains the values of the notification status asphrases and specifies the sequence of the phrases (see, for example, Notification Status Values[Page 176]).

• In phrase set-attribute assignment [External], you have assigned the phrase set that contains thephrases relevant to the notification status to the relevant characteristics:

− List notification (target characteristic)

− Component notification (target characteristic)

− Notification (source characteristic)

• You have made sure that the source characteristic Notification is maintained in value assignmenttype Notification status for the specifications for the individual components of the substance forwhich you want to determine the notification status. In addition, you have made sure that therelevant list is entered for characteristic Regulatory list. In usage [Page 112], you have recordedthe rating and validity area in the value assignment usage and set the active indicator.

• You have recorded the different compositions in the value assignment type that is defined asenvironment parameter VALCAT_COMPONENTS in the IMG activity Manage User Exits inCustomizing for Product Safety. In the usage, you have maintained the rating and validity area inthe value assignment usage and set the active indicator.

• You have defined the regulatory list in the IMG activity Specify Regulatory Lists in Customizing forProduct Safety.(See also Managing Regulatory Lists [Page 184]).

• You have read authorization for values assigned to the composition and write authorization for thetarget value assignment type.

Procedure1. After a specification search [Page 16], select all specifications for which you want to determine

the notification status in the hit list.

2. Choose Utilities → Secondary data → Determination and choose the user exit REGSTAT(Notification status).

The Determination of Secondary Data: Notification Status screen appears.

3. Enter the list to be used as the regulatory list for determining the status, and specify the usage(see also Editing Usages [Page 113]).

In the value assignment type Notification status, the individual components for the selectedspecification must have a data record for which the same regulatory list is entered and thatcorresponds to this usage.

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The SAP System always uses the first corresponding data record.

The usage is to be selected so that the SAP System finds exactly one composition andnotification status per substance.

4. In the Display group box, specify whether the display should first be as component tree or listing.

You can change to a different display after the notification status has been determined.

To determine the percentage proportion, the reference point must be the same for allcomponents (percent in weight or percent in volume).

5. Choose .

The list and component notifications are displayed. You can display them in sequence for allspecifications originally selected.

All values in round brackets were determined by the SAP System.

If you specified a component tree display, expand it completely to see all list andcomponent notifications.

6. If you want to transfer the list and component notifications determined to the specification for thesubstance, choose Transfer.

Checking the Notification StatusPrerequisites• You have specified the environment parameters for user exit category SUB_SEDACH with the

user exit name REGSTATCHK in the IMG activity Manage User Exits in Customizing for ProductSafety. Here, you define the value assignment type and characteristics that:

− Are used as the source for determining the notification status

− You want to use as the target into which to transfer the values determined

In the source and target value assignment type, the value assignment type Notification status,contains the source and target characteristics: The SAP System derives the targetcharacteristics List notification and Component notification for the overall composition fromthe source characteristic Notification for the individual components.

For more information on the environment parameters, see the documentation for the IMGactivity Manage User Exits.

• You have created a phrase set [External] that contains the values of the notification status asphrases and specifies the sequence of the phrases (see, for example, Notification Status Values[Page 176]).

• In phrase set-attribute assignment [External], you have assigned the phrase set that contains thephrases relevant to the notification status to the relevant characteristics:

− List notification (target characteristic)

− Component notification (target characteristic)

− Notification (source characteristic)

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• You have made sure that the source characteristic Notification is maintained in value assignmenttype Notification status for the specifications for the individual components of the substance forwhich you want to determine the notification status. In addition, you have made sure that therelevant list is entered for characteristic Regulatory list. In usage [Page 112], you have recordedthe rating and validity area in the value assignment usage and set the active indicator.

• You have recorded the different compositions in the value assignment type that is defined asenvironment parameter VALCAT_COMPONENTS in the IMG activity Manage User Exits inCustomizing for Product Safety. In Use, you have maintained the rating and validity area in thevalue assignment usage and set the active indicator.

• You have defined the regulatory list in the IMG activity Specify Regulatory Lists in Customizing forProduct Safety.(See also Managing Regulatory Lists [Page 184]).

• You have read authorization for values assigned to the composition and write authorization for thetarget value assignment type.

Procedure1. After a specification search [Page 16], select all specifications for which you want to check the

notification status in the hit list.

2. Choose Utilities → Secondary data → Check and choose the user exit REGSTAT (Notificationstatus).

3. Enter the regulatory list to be used as the regulatory list for determining the status, and specify theusage [Page 112] (see also Editing Usages [Page 113]).

In the value assignment type Notification status, the individual components for the selectedspecification must have a data record for which the same regulatory list is entered and thatcorresponds to this usage.

The SAP System always uses the first corresponding data record.

The usage is to be selected so that the SAP System finds exactly one composition andnotification status per substance.

4. Choose .

The background job Check notification status is started.

All specifications for substances for which a deviating value in the list or componentnotification is found are sent to you as an SAP office message. You must make correctionsmanually, and ensure that this procedure is part of your own data maintenance routine.

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Source ManagementPurposeThis process enables you to enter and edit sources. You define sources at a central point and canthen use them for value assignment.

Prerequisites• To use sources in the SAP System, you can create them yourself or import them (see Import and

Export: Process [External]).

• You must have the authorization to edit and display sources.

Process FlowYou can edit sources as follows:

• In Customizing for Product Safety, in the IMG activity Specify Sources

• In the SAP component Product Safety (see Editing Sources [Page 183])

Editing Sources1. In the Product Safety menu [External], choose Tools → Current settings.

2. Choose Create Sources.

3. Choose one of the following steps:

− If you want to create a source, choose New entries.

− If you want to change a source, position the cursor on the relevant source and choose .

The detail screen appears.

If only one entry exists, the detail screen appears immediately.

4. Enter data as required and save your entries.

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Regulatory List ManagementPurposeThis process enables you to create and edit regulatory lists [Page 88].

PrerequisitesYou have authorization to edit regulatory lists.

Process FlowYou edit regulatory lists in the Product Safety SAP component (see Editing Regulatory Lists [Page184]).

Alternatively, you can access the regulatory list from regulatory list assignment when youare in editing mode by choosing Environment → Edit regulatory lists (see AssigningRegulatory Lists [Page 88]).

Once regulatory list entries have been used in a production system, they cannot bedeleted.

Editing Regulatory Lists1. In the Product Safety menu [External], choose Tools → Current settings.

2. Choose Specify Regulatory Lists.

3. Choose one of the following steps:

− If you want to create a regulatory list, choose Edit → New entries.

− If you want to change a regulatory list, position the cursor on the relevant regulatory list andchoose .

The detail screen appears.

If only one entry exists, the detail screen appears immediately.

4. Enter data as required and save your entries.

You can use the functions Utilities → Adjust and Utilities → Requests (Organizer) inregulatory list management. These are Customizing functions.

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Data OriginThe SAP System uses data origin to make a record of the system from which the data originates forall specification data records.

All sources that are known in the current system are managed in Customizing for Product Safety inthe IMG activity Specify Data Origin. There, you select the current source that is to be automaticallyused as default when creating and exporting specification data.

If a specification data record is changed, the SAP System automatically assigns the data origin that isset as a default value in Customizing, to the data record. If you want to keep the original data origin,you must set the Retain data origin/provider indicator in the hit list under Utilities → Settings →=Dataprovider.

See also:Example: Data Provider and Data Origin [Page 186]

Phrase Management [External]

Data ProviderThe data provider is responsible for ensuring the data is correct and is assigned to an authorizationgroup in Customizing for Product Safety in the IMG activity Specify Authorization Groups. The dataprovider is generally the organizational unit that supplies the data for an import into the SAP System.If there is no data provider for a data record of a specification in an import file, the data provider thatwas specified for the corresponding authorization group in Customizing is used as the default value.

If a data record of a specification is changed, the SAP System automatically assigns the dataprovider, that corresponds with the authorization group of the changed specification, to the datarecord. If you want to retain the original data owner, you must set the Retain data origin/providerindicator in the hit list under Utilities → Settings → Data provider.

You enter the data provider in address management in SAP Product Safety under Tools → Editaddresses → Data provider.

See also:Example: Data Provider and Data Origin [Page 186]

Phrase Editing [External]

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Example: Data Provider and Data OriginThree SAP Systems with the SAP Product Safety component are employed in a chemical company.The systems are used by different departments:

Data Origin Data Provider

System 1 Pharmaceuticals

System 2 Cosmetics

System 3 Dyes

Adhesives

Fuels

The names of the SAP Systems with the SAP Product Safety component are used for the data origin,and the names of the departments are used for the data providers.

When data is transferred either from or to the SAP Product Safety component (import and export),data origin and data provider are taken into account. In this way, you avoid an undesired overlap ofdata areas.