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locking infotype 0009

Dear Experts

I would like to ask one scenario, one of my client requirements is, when hr user hired new employee through pa40 he should be able to fill all details but the same or other hr user through pa30 should not change any bank details unless employee provide bank clearance letter to him. example if employee wants a change bank account then hr user should not change his bank account unless employee provide clearance letter (means no loan or pending amount) from bank. if any employees submit that letter hr user can change bank account but if some one is not submitting letter that bank account should be locked. how can we do this without abaper? is there any check box we can add or how could you please help?

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  • Posted on Aug 09, 2016 at 08:31 PM

    With the help of an ABAP programmer, you may be able to add a Check Box for "Clearance Letter" on IT0009, but that will not prevent someone to create a new IT0009 for an employee even if there is no letter (just check the box and save the Infotype anyway). An ABAP programmer could also generate a "pop-up" box during the validation of IT0009 (just before saving it) as a reminder of the requirement for a Clearance Letter, but it's only a Warning, not a FailSafe.

    Without an ABAP programmer, you should be able to change the description of the Infotype to something like "Bank with Clearance Letter" as a hint that such a document is required, but again there is no guarantee that an IT0009 would not be created without such a document.

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  • author's profile photo Former Member
    Former Member
    Posted on Aug 10, 2016 at 05:36 AM

    You could go with Remi's solution or alternatively, if you do not want to use ABAP help, you could use the Enqueue-Dequeue authorization approach. This, however, will require two users. One to create a locked record of IT 9. The other to check that the clearance certificate has been submitted & if yes, unlock the record.

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