SIAMEASE TASKS
Contents
1. EFFECTIVE TODAY ESSENTIAL TOMORROW SIAMEASE TASKS Simmonds and Associates Copyright 2001 TASKS AND THE MANAGEMENT THEREOF Functional User Manual SIAMEASE 3 0 SAP R 3 Automation SIMMONDS AND ASSOCIATES COPYRIGHT 2001 TABLE OF CONTENTS Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 FOREWORD DOCUMENT SPECIFICATIONS SETUP IMPORTING TRANSPORT REQUESTS REGISTRATION SIAMEASE CONFIGURATION TO CONFIGURE ADDITIONAL APPLICATIONS TO CONFIGURE ADDITIONAL PROJECT TYPES TO CONFIGURE ADDITIONAL PROJECTS NAMING CONVENTIONS SIAMEASE TASK BUILDER TASK DEFINITION TO CREATE A NEW TASK TO RECALL AN EXISTING TASK RECORDING THE TRANSACTION OTHER RECORDING CONSIDERATIONS MANAGING THE PROBLEM SIAMEASE LOGIC RECORDING TIPS ADVANCED RECORDING RE RECORDING A TASK SELECTING PARAMETERS INPUT FIELDS TO FLAG VARIABLE FIELDS OTHER PARAMETER CONSIDERATIONS FILLING MULTIPLE FIELDS WITH ONE VALUE DATA FORMAT DATA TEMPLATE ADVANCED MAINTENANCE GENERATING THE TASK OTHER GENERATION CONSIDERATIONS TRANSPORTING DATA FORMAT DATA MAINTENANCE INCLUDING CUSTOMER CODE INCLUDE CURSOR POSITIONS GLOBAL VALIDATIONS MAINTAIN VARIANT FORMULAE DATA SOURCE SIMPLIFYING DATA CAPTURE INTERFACING RUNNING A TASK EXECUTING INDIVIDIAL SIAMEASE TASK EXECUTE FROM THE SIAMEASE TASK BUILDER EXECUTE FROM THE SIAMEASE TASK MANAGER EXECUTE AS STANDARD REPORT EXECUTING SEVERAL SIAMEASE TASKS TASK2. Siamease will not create a batch input session Note however that failed data would then be lost and would only be known by the Siamease post log audit trail CHECKING DATA BEFORE LOAD If the Check data before load checkbox is checked an ALV report will be displayed before loading the data into SAP This ALV report shows input source data after validations and mapping have occurred To continue processing the data press the GREEN back arrow To cancel the load press the RED cancel button on the standard menu This report also provides functionality to email the load data mail merge the data with MSWORD on the fly or create a Pivot table in Excel Processing Mode Be C Check data before load de SIAMEASE USER MANUAL 27 SOURCE Source allows the Siamease task to identify at run time where the data is being loaded The options available are e Data file Create a text tab delimited data file from your spreadsheet Do not include any headings Specify the path and filename to the data file Be sure to exit Excel first since Excel locks the data file and prevents SAP from reading it e Memory Used to load data from an interface where another ABAP program is collecting the data and passing the data to this program See INTERFACING e Manual This option allows users to fill the manual parameters section bottom half of task parameters thus providing the users with a simple capture screen capable of loading complex SAP transa
3. RUN TIME PARAMETERS CREATE BATCH INPUT LOAD TRANSACTION ONLINE TYPICAL PROCESSING MODES SWITCHING OFF AUTOMATIC BATCH INPUT SESSION CHECKING DATA BEFORE LOAD SOURCE MANUAL PARAMETERS NNND OTA oO A fF Chapter 6 Chapter 7 Chapter 8 Chapter 9 Chapter 10 OPTIONS AVAILABLE DURING PROCESSING OPTIONS AVAILABLE AFTER PROCESSING DATA FORMAT FORMAT OUTLINE ANALYSIS TECHNIQUES HEADER AND DETAIL LOGIC Multiple records per transaction BOTTOM UP AND TOP DOWN ANALYSIS TOP DOWN Example BOTTOM UP Example TABLE LOGIC ANALYSIS TABLE LOGIC Example DATA MAINTENANCE MAINTAINING BUSINESS DATA DATA MAINTENANCE PROCEDURE AUTOMATING ROUTINE FUNCTIONS DATA MAINTENANCE CONSIDERATIONS DATA SOURCE IDENTIFYING DATA THAT HAS BEEN CHANGED KEY AND SELECTION ARE DUPLICATED PREPARING LOAD DATA PREPARING DATA IN A SPREADSHEET or DATAFILE OPTIONALLY FILLING FIELDS LOADING DATA USING EXISTING DATA IMPORTING DATA FROM MEMORY VARIANT DATA ENHANCED SIAMEASE VARIANTS SYSTEM FIELDS SY MSGV2 PARAMETER ID s BUK FORMULA DAYS 7 VARIANT FORMULA SIAMEASE TASK MANAGER OVERVIEW THE TASK MANAGER PROVIDES FUNCTIONALITY TO TASK MANAGER ICONS AND SYMBOLS TASK MANAGER FUNCTIONS CREATING NEW TASKS CHANGING EXISTING TASKS EXECUTE TASK TASK STATUS TASK CONFIGURATION MENUS SCRIPT FUNCTIONS MAINTAINING TASK DETAILS ADDING EXTERNAL PROGRAMS INTO TASK MANAGER ATTACHING SAMPLE DATA T
4. an item Pressed page down e Saved de SIAMEASE USER MANUAL 34 TABLE LOGIC ANALYSIS Table logic is used in conjunction with Bottom UP although it is a mixture of the two methods It is used for Enjoy SAP postings and tables Unfortunately it appears that the scroll bars in SAP do not record correctly and thus the transaction needs to be recorded to accommodate this Table logic still requires a single repetition The logic however assumes that the user identifies the first line on the table control and then the last line on the table control The program that Siamease generates will capture a header capture a full page of data from the first to the last line and then perform the function that was repeated during the recording e g insert new items on the first line item see below TABLE LOGIC Example e Assumes that the user captured a header and pressed ENTER e Captured the first line item on the screen Selected the first line item and pressed insert new items e Captured the last line item on the screen Selected the first line item and pressed insert new items e Saved LE SIAMEASE USER MANUAL 35 Chapter 7 DATA MAINTENANCE MAINTAINING BUSINESS DATA Data maintenance allows a business operation to be performed on a range of master data transaction records existing in SAP To setup a maintenance task a change transaction is recorded A SAP table is then accessed to provide the master data keys values which are pas
5. loading data Siamease will analyse the header information against each line item If the header changes it identifies the line item as a new transaction closes the previous transaction saves captures the new transactions header and continues with the first line item In this case the transaction recorded would have captured two line items and thus would have the same parameter screens and fields repeated in the recording By default Siamease will assume that a simple transaction was recorded and will therefore indicate PER RECORD in the Parameter screen In this mode each parameter selected is deemed as being unique and thus gets a unique parameter number and name LE SIAMEASE USER MANUAL 16 If the transaction indeed is to be used to load multiple rows of data to one transaction then it is advisable to flag the task as multiple via the DATA FORMAT tab O oF Single record per transaction 6 Multiple records per transaction Multiple Records Options O Top Down Analysis 6 Bottom Up Analysis Table Control Logic In this mode Siamease will present the screens to the user in HEADER DETAIL and FOOTER categories When selecting variable fields a check will first be done to see if the field already has been assigned a parameter name if so it assigns the same parameter name If this does not work the user still has the option to overwrite the parameter name on the screen and press enter 1H CGR Sf A AS fA oe Siameas
6. of the development is a throwaway cost therefore the cost of development should be low Permanent e Automated interface that imports data begin the scenes e Programs instead of a user are doing validation and data mapping e Where the data for the interface is loaded into an intermediate interface area before processing e Interface performs an ongoing business function that justifies the extra expense of development INTERFACE TEAM DYNAMICS Interfaces however usually utilise transactions in SAP that are more known to the business than to the technical development team building the interface Siamease provides the means for both teams to work together to solve interface problems The functional users use Siamease to create programs that can load data into their transactions These programs are tested using variants or spreadsheets with sample data This allows the technical team to manage the data flow mapping and validation of data The functional team can focus on the postings into SAP If the functional team can define the Siamease programs first it will provide a blueprint for the interface Each component of the interface can be tested in a modular fashion independently to the other processes in the interface de SIAMEASE USER MANUAL 53 INTEGRATION INTO AN INTERFACE Every program generated by Siamease automatically meets all temporary interface requirements It also provides the ability for other interface programs to talk to it
7. relevant task number or search using the value request option e Press Enter to clarify the task details oe Execute ABAP e Press the Execute icon on the application toolbar EXECUTE FROM THE SIAMEASE TASK MANAGER e Execute the Task manager via transaction ZETM e Find the relevant task by expanding the task manager hierarchy tree nodes e Click on the task to be executed e Press the Execute icon on the application toolbar EXECUTE AS STANDARD REPORT e Follow menu path SYSTEM gt SERVICES gt REPORTING MENU e Enter the ABAP program name into the selection screen e Press Execute e This option is available in the live environment EXECUTING SEVERAL SIAMEASE TASKS Refer to the chapters on the Siamease Script Builder and the Siamease Script Manager LE SIAMEASE USER MANUAL 24 TASK RUN TIME PARAMETERS Each ABAP program generated follows specific standards and offers a variety of run time options Each program has the following sections e Load Mode specifies how the program is to run e Data Source specifies where the data source is e Manual Parameters allows input data to be captured manually O T ZCS_FB50_003 Load Method Create Batch Session Load Transaction online Processing Mode L Check data before load Data Source Data Source CLIPBOARD a Data file Manual Parameters Posting date Reference Doc header text Document date G L account Debiticredit Amo
8. values even if it is the same value even typing one letter of the value will ensure that Siamease record the fields The default may not appear later when the data is loaded Avoiding unnecessary key strokes helps with the overall performance Pressing Enter before pressing NEXT screen may be a safety net for users but not necessary for the task recording ADVANCED RECORDING Siamease by default uses an advanced recording option This option allows the recording to detect the screens that will be called when the data is loaded SAP on occasion will display one screen to a user but call a different screen when data is being loaded electronically This causes problems for many other recording facilities To switch off the advanced recording select the DATA FORMAT tab and deselect the Advanced recording option RE RECORDING A TASK A Task can be re recorded in Change mode It cannot be overwritten if the WRITE PROTECT flag is set on the Task The indicator can be maintained via the Task Manager and is visible on the TASK INFO tab de SIAMEASE USER MANUAL 13 SELECTING PARAMETERS INPUT FIELDS After recording a transaction every field captured has a hard coded value In order to upload variable data variable fields must be identified and flagged Siamease can build a template spreadsheet for the variable data fields since these are the only fields that need data collection all other non variable fields will be loaded with constant
9. would abort the load of that particular row of data x FORMULA NWEEK The purpose of this form is to return next weeks date form NWEEK changing valuefield returncode data nextweek like sy datum clear returncode nextweek sy datum 7 write nextweek to valuefield endform Please note that program ZCSEZEFM must be transported to the live environment after any changes ENHANCED VARIANT CONSIDERATIONS INCLUDING ENHANCEMENTS TO BULK DATA By default Enhanced variant functionality is always available to manual parameters it is not however available to other data loads unless specifically requested using an INCLUDE Code e PI Parameter ID s e SY System messages e FM Formulae This option is off by default due to the impact it has on processing large volumes of data SIAMEASE USER MANUAL 44 Chapter 9 SIAMEASE TASK MANAGER OVERVIEW The Task Manager provides a central control over task activities From here tasks can be added and administered New tasks that are created using the Siamease Task Builder are assigned to a Project and a Functional Application or area The Task Manager provides a hierarchical display of the existing tasks grouping by project and application Common tasks are grouped together and access to tasks is easy To execute the Task manager press the transaction code ZETM SIAMEASE Task Manager f 204 6 DME ana ET OB Gi Ceate 2 Detail 23 BL
10. Data BP Dicumen H A amp O Siarrease Repositors 1 Cata Migration MISRATION b a materials Management b gt 9 Sales anc Distribution 3 Protoypirg PROTOTYPIN 4 Sales anc Distribution General o lt 5 9 1 Protoyne development PT DEVELOP 2 3 Materials Management b General Masle Dala b 2 Material Mwemenis 2 3 Sales anc Distribution b Sales Ord2r Processirg v Denveries E 000012 VLO2 E 000011 VLO1 E 000012 VLO1 000013 LO1 E 000015 yLO1 D CI Playground PT_PLAY D Test Script Pricess T STSCRIPT Change Outbound Delivery Create Delivery Create Delivery Create Delivery Create Delivery comments a icon available on all Siamease screens or execute de SIAMEASE USER MANUAL 45 THE TASK MANAGER PROVIDES FUNCTIONALITY TO e Create new tasks via the Siamease task builder e Edit additional information detail against each task e Link attachments to a task e View attachments for a task e Execute a task e Change task active status e Execute the script builder and script manager e Administer tasks e Link other non Siamease programs into the task manager e Link to other Siamease configuration TASK MANAGER ICONS AND SYMBOLS Each task is assigned a unique task number and is identifiable in the task manager with this symbol Active status of a task red if inactive lt T Indicates that a documentation attachments exists for this task Indic
11. JENCO Controlling JENFI Finance JENHR Human Resources JENMM Materials Management JENPA Profitability Analysis JENPM Plant Maintenance _ ENSD Sales and Distribution ENTR reasury EN arehouse Management ENXX Other Siamease Project Sub Application _ L Su Shore A L_JENAM Pener Z ENa Master Data yo ENBC General ope bee e Ie JENFIAC Chart of Accounts JENFIAR Accounts Receivable ENM MMMA Master Data Material Movements entral Business Partner eneral mmmn SBUP sn SDMA aster Data EDOR DPR BE 0n Q oO oO bas Han bd m N N N NJ Nj 4 IS aO Sn a ales Order Processing ricing nvoicing SDYL Deliveries Credit Risk Analyser En EN EN EN EN EN EN EN EN EN E LE SIAMEASE USER MANUAL 7 TO CONFIGURE ADDITIONAL PROJECT TYPES Siamease links projects to a project type TEST is defined as a project type All stress testing can be classified under the project STRESS test e Execute the Siamease Task builder transaction ZEZE e Select the menu Environment gt Project Types Siamease Project Types _JENDENO JENMIGRATION Data Migration JENPROTOTYPING Prototyping amp Playground CJENTESTINS Test ENTRAINING TO CONFIGURE ADDITIONAL PROJECTS e Execute the Siamease Task builder transaction ZEZE e Select the menu Environment gt Configure Projects MIGRATION Data Mig
12. Microsoft Excel is a trademark of Microsoft de SIAMEASE USER MANUAL 5 Chapter 3 SETUP e Import Transport Requests e Register License e Define Configuration IMPORTING TRANSPORT REQUESTS Refer to the installation documentation provided with the installation transport request e FTP transport requests into the usr sap trans data and usr sap trans cofiles directories e Add transport request to import queue e Import transport request using an unconditional mode REGISTRATION A license can be obtained by providing a SAP installation number to Simmonds and Associates A code will be issued valid for a prescribed period of time To enter the code execute transaction ZEZE From the environment menu select Register Siamease and enter the supplied code LE SIAMEASE USER MANUAL 6 SIAMEASE CONFIGURATION Siamease classifies all work done in Siamease into two dimensions the first being the functional application and sub application definition the second being the activity or project The Siamease transport preloads the system with a set of projects applications and sub applications TO CONFIGURE ADDITIONAL APPLICATIONS e Execute transaction SM31 e Enter table T9CS2 to define language specific application codes e Enter table T9CS3 to define language specific sub application codes Siamease Project Applications L JA Short text JENAMBsset Management ENBC Basis JENCF Corporate Finance
13. O TASK ATTACHING DOCUMENTATION TO TASK INTERFACING INTERFACE TYPES INTERFACE TEAM DYNAMICS INTEGRATION INTO AN INTERFACE SAMPLE INTERFACE CODE 28 30 30 31 de SIAMEASE USER MANUAL 4 Chapter 1 FOREWORD Special thanks to all the people who have helped with the development and testing of Siamease Many specialist consultants have volunteered their business and technical advice to make Siamease a product that most SAP projects cannot be without Siamease provides a wide range of functionality It does this by exploiting SAP automation thus allowing users to execute SAP transactions in bulk using data that has either been uploaded from a legacy system or data that already existing within the customer SAP database Users are therefore able to perform data migration build interfaces maintain live customer data build training systems and build test scripts This document explains all options available within Siamease Separate documents exist that walk through business scenarios Siamease consists of 4 components a task builder and manager and a script builder and manager Please feel free to email your comments to us at simmonds global co za Chapter 2 DOCUMENT SPECIFICATIONS Prepared by Simmonds and Associates Released 2001 04 27 SAP Versions 4 6 Audience SAP Implementation Teams Super Users Development team Functional Consultants Data Administrators Training Teams Basis stress testers Trademarks
14. R vast 26D_VA01_083 Transaction code Program name SCENARIO Attachment Documentation C iMy Documents funspec1 doc FGREY FGREY CSIMMONDS FGREY Responsible Developer Tester mi DHHS A7 OF ository Details Lock Task Step Write Protected Recorded Create Sales Order ZSD_ A01_002 Created on Due Date Transport Date Modified Date Last Test Date el 20 05 2001 a Task details are available on the TASK info tab in the Task builder The Maintain Task button can perform the same function as the detail Attar met five mestains Created Kue Late lest last created lly Jespensinie icon on the task manager LE SIAMEASE USER MANUAL 50 ADDING EXTERNAL PROGRAMS INTO TASK MANAGER E e Press the Add External Program Icon e Enter the external program name into the screen that pops up e Enter a Project code and Sub application code application is derived from sub application e Enter a short description of the task e Press the execute button to save KJ 1H 6 Bis anna EH At Siamease Add external reports to repository ZFI_CLEARING_AUTOMATION_1 Project PT_PLAY Sub Application FIAR Short text Accounts receivable clearing automation LE SIAMEASE USER MANUAL 51 ATTACHING SAMPLE DATA TO TASK Data e Press the paper clip icon to attach a sample data file Browse network directory until desired attachment is found Note that the attachment is merely a refe
15. RG VBAK VTWEG Distr channel amp 03_DISTRCH VBAK SPART Division amp 64_ DIVISION 4001 4 0 Screen Container for Overview Screens normal header Function ENT1 Cursor Position BKD BSTKD PO number amp 05_PURORDE Sold to party amp 06_SOLD_TOP 4001 4 0 Screen Container for Overview Screens normal header Function POAN Cursor Position RV454 MABNR 01 1 4 0 Screen Container for Overview Screens normal header Function ENT1 Cursor Position R 454 KWMENG 01 Material amp 07_MATERIAL STI i iit de SIAMEASE USER MANUAL 15 OTHER PARAMETER CONSIDERATIONS FILLING MULTIPLE FIELDS WITH ONE VALUE By default all fields are flagged as static values Variable fields are those fields that will be loaded from an external source Spreadsheets need only contain those fields that are not known The others will automatically be captured with their constant value when the data is loaded Parameter names can be copied and pasted from one field to another If one date is filled into two fields then both fields on the screen can utilise the same parameter In this case the spreadsheet data would only contain one date field column DATA FORMAT Siamease has the ability to load multiple rows of data into one transaction To achieve this the SAP transaction is recorded with a distinct header 2 line items and footer The Header data always prefixes the line item data and usually the footer consists of a simple SAVE When
16. and pass bulk data to it Each Siamease program defined has another SOURCE option called MEMORY This option works as follows e The interface creates an internal table called UPTAB UPTAB must be defined as it is in the Siamease generated program being called e The interface populates the internal table with data to be posted to SAP e The interface exports the internal table to memory e The calling program submits the Siamease program de SIAMEASE USER MANUAL 54 SAMPLE INTERFACE CODE In the Interface calling program define an internal table with the same structure as that defined in the Siamease generated program DATA begin of UPTAB occurs 0 field structure as defined in the Siamease program end of uptab pfile 64 PFILE SY UZEIT e Append data into internal table uptab e Export the bulk data to memory as follows EXPORT uptab TO MEMORY ID pfile e Pfile is a unique memory identifier for this load e Call the Siamease program via a submit statement SUBMIT lt ZSIAMEASE_PROGRAM gt with source memory with pfile pfile with pmode N and return If the interface is only processing one record at a time then the calling program could simply submit the Siamease program and fill all the manual parameters using the submit WITH option and source MANUAL No internal table would then be required END OF DOCUMENT
17. apture the data into the complex transaction according to the business operation demonstrated by the functional user This option allows complex transactions to be simplified and used by external systems e g Internet via ITS or by bar code scanner interfaces LES SIAMEASE USER MANUAL 22 INTERFACING This tab is used when the additional Siamease Co interface is loaded In this case a task can be added into the Co interface manager by specifying a menu node for the task This makes the task available to all applications using the Co interface e g the intranet or bar code scanners Specify the co interface menu code before generating the task or simply regenerate the task at a later stage to add the task to the co interface menu t amp Task Info Data Format SU Maintenance Cd Source RE Interface Interface Menu Code CO INTERFACE NOTE The co interface module is a separate addition to Siamease It is used to build interfaces on the fly that are accessible from systems outside of SAP This provides immediate functionality to bar code scanners or intranet front ends that pass data into SAP and receive data back Although the server side of this software is ready the client side is under development by a 3 party de SIAMEASE USER MANUAL 23 Chapter 5 RUNNING A TASK EXECUTING INDIVIDIAL SIAMEASE TASK EXECUTE FROM THE SIAMEASE TASK BUILDER e Execute the Siamease task builder via transaction ZEZE e Enter the
18. are SIAMEASE USER MANUAL 19 INCLUDING CUSTOMER CODE Siamease allows additional code to be included into a Generated program This feature allows developers to enhance certain components of a future generated program Users can then choose to include the enhancements when they generate new tasks Additional Code added to Siamease is identified by a 2 digit include code The INCLUDE tab provides a drop down list Include codes can be strung together e g CU SY PI FM onvert FR Abbreviations to SOBID code onvert FR Position to object code onvert Paterial Format elete Meterial from list if already ex ession Feader for Standard takeon Standard Journals Takeon I EDI jcurnal posting EQN IT2S25555 F include CPIC support User Validation Header Material Conversion from old to new Convert FR Abbreviations tn SFARK code C C H D 5 de SIAMEASE USER MANUAL 20 INCLUDE CURSOR POSITIONS By default Siamease records cursor positions but does not include them into the generated programs unless told to To include cursor positions go to the INCLUDE tab on the main screen and enter CU as an include option or use the search help match code available Cursor positions are only needed if the user actually selected an item from a report list GLOBAL VALIDATIONS Global validations such as authorizations can be included by maintaining the header items or footer routines note that these must also be included
19. ates that a data attachment existing for this task LE SIAMEASE USER MANUAL 46 TASK MANAGER FUNCTIONS CREATING NEW TASKS GF Create Press the button to execute the Siamease Task Builder refer to Task builder for more information CHANGING EXISTING TASKS Select a task to be maintained by expanding the tree and single clicking on the task line Press the change detail icon in the application toolbar Siamease will execute the Task Builder and recall the task details EXECUTE TASK ey Select the desired task by expanding the application tree Single click on the task and press the EXECUTE icon TASK STATUS 2 Select task and press this icon to toggle task status between active and inactive Only active tasks are available to script builder and script executor TASK CONFIGURATION MENUS The following menu options allow Siamease Configuration to be amended Maintain Projects ctre WA 3 0 23 lal Maintain Tasks Ctri F5 SIAMEASE Task ue oe Maintain Application Create ZA amp EE maintain Sub Appl Document EF Q amp LE SIAMEASE USER MANUAL 47 SCRIPT FUNCTIONS amp amp These icons access Siamease Script Manager and Siamease Script Builder Script functionality in Siamease allows tasks to be linked chained together to perform a business process flow Stress testing training and business process flow can be achieved by utilising existing tasks that have already been created using the task bui
20. ce 1 01 01 2000 40 X4 012 Reference 2 01 01 2000 10 X1 123 Reference 2 01 01 2000 20 X2 456 Reference 2 01 01 2000 30 X3 789 Reference 2 01 01 2000 40 X4 012 LE SIAMEASE USER MANUAL 31 ANALYSIS TECHNIQUES In order to determine which transaction fields are header and which are detail line items Siamease analyses the recorded transaction Once it has determined a trend it can then determine that fields participating in the trend must be detail fields and other are either header or footer fields Siamease provides 4 techniques for analyzing the recorded business operation It is this analysis that sets Siamease aside and is fundamental for the success of complex transactions Very few transactions process a single row of data to a transaction A financial journal for example will always require a debit and a credit to post correctly and more than likely will post an unknown number of line items In the case where all data for a business operation is clearly defined and is completely known then a single record per transaction will suffice If the business operation cannot clearly state how many line items would be posted into a transaction then the Multiple records per transaction option will solve the problem The possible options are available on the DATA FORMAT tab e Single record per transaction e Multiple records per transaction TOP down e Multiple records per transaction Bottom up e Multiple re
21. cords per transaction Bottom up with Table control TaskInfo BF Data Format amp Q Maintenance ER i J Interface 6 oF Single record per transaction O BR Multiple records per transaction Multiple Records Options h Top Down Analysis Function starts a screen Bottom Up Analysis Function ends a screen O Table Control Logic Detail is filling a table Recording Options 7 MV use Advanced recording option de SIAMEASE USER MANUAL 32 HEADER AND DETAIL LOGIC Multiple records per transaction In order for Siamease to correctly understand the business operation the user must capture the business operation or transaction in a way that Siamease can detect a trend It is the trend that Siamease will replicate to capture the multiple rows of data Each transaction must therefore also have a header and footer to complete the transaction The header information must be static for the specific transaction else Siamease will capture a new transaction Siamease analyses the transaction and attempts to detect e Header e 1 line item captured and its subsequent screens e 2 line item captured and its subsequent screens e Footer usually a SAVE and exit Not all transactions were developer to the same standards and thus the menu options available can vary Siamease provides different analysis methods that can be applied after the transaction has been recorded The Parameters screen use
22. ctions Refer to SIMPLIFICATION e Clipboard This option is the most common and is extremely useful There is no data format preparation with this option Simply highlight rows in a spreadsheet containing scenario data and press COPY The Siamease task once executed will import the contents from the clipboard and process accordingly This allows users to test a few rows of data before loading bulk Do not include headings This option allows data to be extracted from the middle of a spreadsheet LE SIAMEASE USER MANUAL 28 BUPLO21D Upload from Data file MANUAL Load using Manual Parameters CLIPBOARD Load from Windows Clipboard MEMORY Load from memory interface VRRP OHIO x MANUAL PARAMETERS This option is typically used for data maintenance and simple data capture If the Siamease task has been linked to a SAP table then the selection criteria identified during the generation process are made visible here This allows the user to filter the data that Siamease is using to perform the business operation D MATIERE AE MES AE Sey OOOO BALE SNORING ROTA SNL ROOST ETSY Sales doctype Sales org Distr channel Division PO number Sold to party Material Order quantity Ee I EEE Be sure to select MANUAL as the source of data OPTIONS AVAILABLE DURING PROCESSING When the program is running N will cancel the current transaction being loaded and move to the next transaction Run another
23. e Uttracoo ver 2 k Mark Lines Line SetFocus ij Deleie Marked Template Procedure top 25 _VA01_002 V AG1 Create Sales Ordear Header Functian SAPM 4e4 0131 Sales dus Inilial sereen Creeley BOC_CURSIR Cursor Position PBAK 3PART VBAK AUART Sales doc type amp 0 S4LESDCCT VBAK KORG Sales org amp 02_S4LESOR6 YBAK TWEG Distr channel amp 03_DISTRCH VBUK 5PAXI Division amp U4_DIVISLLN SAPMV4EA 4031 4 0 Scr2en Container for Overvicw Scr2ens normal header BDC_OKCOIE Function ENT2 BDC_CURSIR Cursor Position VBKD 35TKD YBKD BST lt D PO number ay amp 05_PJRORDE KUPG6V KUYNR so1d to party s amp 06_SILD_TCP SAPMV4ER 4031 4 0 Scraen Container for Overview Scr2ens normal header BDC_OKCODE Function ENT1 BDC_CURSIR Cursor Position RV4548 MABNE O Refer to the section on loading multiple rows for more information LE SIAMEASE USER MANUAL 17 DATA TEMPLATE After selecting variable fields before SAVING press the TEMPLATE icon in the application toolbar Siamease will open Excel and create a template spreadsheet The contents of the template are primarily for documentation When loading data Siamease only requires the fields to be in the correct order and in a format compatible with the SAP capture screen e g Dates in capture format el A 1 ZSD_VAO1_002 2 SalesDocTy Sales org Distr chl Division Pur order Sold to pt Material Order qty 3 1801 SALESDOCT 802 SALESORG amp 03 DISTRCH a
24. e whatever value is on the screen alone Without it the spreadsheet would have to know what value is already in the field since by leaving the field blank in the spreadsheet would blank the value already present in SAP LOADING DATA USING EXISTING DATA e Refer to Data maintenance for more information e The success of this option is dependant on the fields flagged as variable and the fields available in the identified SAP table If there is a mismatch a minor change to the generated ABAP may be required to ensure that the table field populates the screen field variable IMPORTING DATA FROM MEMORY e Refer to INTERFACES for more information e This option is only necessary if the imported data contains more than 1 row of data Otherwise the interface program could submit the Siamease task with parameters set and source MANUAL de SIAMEASE USER MANUAL 42 VARIANT DATA ENHANCED SIAMEASE VARIANTS SAP Standard functionality allows variants to be saved Siamease enhances this functionality by allowing users to store variables and formula instead of fixed values Variant names can be maintained against either the master Siamease task or against a Siamease Script Siamease scripts are used to chain tasks or business operations together to create a business process or flow In this case documents or master data created by a task may be used by another task to perform other business operations Variants usually store unit data Sia
25. fy all fields that will be uploaded It will also provide a template spreadsheet that can be populated Many of the fields downloaded into the Sample Template are not relevant for the load but merely provide statistical information to the user to assist with data collection Please note for spreadsheets the following should be addressed Date fields should be in the formal ddmmyyyy 8 characteristics Value fields should be in the format nnnnnn nn no commas All fields should be treated as text All fields should be left justified Codes entered into the data should match the SAP codes Any formatting is ignored The column order of the fields that are highlighted copied to the template is imperative Other fields can exist to the left and right of the data highlighted Ensure that all codes are valid codes for SAP To create a data file from Excel e Save data portion of a spreadsheet to a new sheet no headings e Save new sheet as a text tab delimited data file e Before uploading always exit from Excel since Excel locks the data file e Upload to SAP using UPLOAD source option de SIAMEASE USER MANUAL 41 OPTIONALLY FILLING FIELDS By filling a field with the value of forward slash the load program will skip the field in question and leave its value alone for that transaction This is useful when maintaining data since we may optionally want to maintain one of two fields on a screen With the skip command Siamease will leav
26. lder Refer to the chapters on the Script Manager and Script Builder Or utilise the following menu paths vster hele Script Manager Ctri Shit F4 OAG 000g 8 Script Builder Ctrl Shift F5 SIAMEASE Script Executer g Create POE 5 4 Data lt amp Document imi amp de SIAMEASE USER MANUAL 48 MAINTAINING TASK DETAILS E Detail Select a task to be maintained by expanding the tree and single clicking on the task line Press the change detail icon on the application toolbar The task detail maintenance screen allows e Task description application and project classification can be adjusted e The status of the task can be toggled e The Lock option allows the task to be write protected to prevent the task from being accidentally overwritten e A default variant can be entered although this is an obsolete field e The filename of attachments documentation and data are accessible If drive mappings change or the attachments are moved on the network then these file references can be adjusted e Users and dates can be maintained to keep track of responsibility e The Task Step identifies what step that the task builder is currently at regarding new task the task step has the following values Recorded Parameters generated tested e After maintaining the task press SAVE to return to the Task Manager SIAMEASE USER MANUAL 49 Change View Siamease Task Rep Project Application PROTOTYPING amp SD SDO
27. lumes within the transactional database the task becomes resource intensive Example a set of sales orders might require an availability check to be performed on a routine basis Using Siamease perform an availability check on one sales order Link the routine to the Sales order header table VBAK and flag the sales order number as one of the selection criteria fields Dates and other indicators can be included to ensure that the correct set of Sales orders is included This type of program could then be executed on a nightly basis via a job Always check this in the test environment prior to going live since it has the potential to change data that you may not wish to be changed de SIAMEASE USER MANUAL 38 DATA MAINTENANCE CONSIDERATIONS DATA SOURCE This option should always use the MANUAL source of data Always ensure that this is the case IDENTIFYING DATA THAT HAS BEEN CHANGED It is advisable to check the CHECK DATA BEFORE LOAD checkbox A report will be displayed prior the change identifying the records that will be changed Press the Green back arrow to continue processing press the red cancel button to cancel the load This list can be downloaded to a spreadsheet or document as an audit trail SAP standard change documents can be used to identify before and after images of the data that has been changed If need be the change document tables can be accessed as the SAP table to reverse the change Tables CDHDR and CDPOS contai
28. mease allows a variant to contain formulas and other variables The options available are e lt Field name gt e lt Parameter id gt e lt Formula gt SYSTEM FIELDS SY MSGV2 lt Fieldname gt has access to all system variables Using the above example the field would be filled with the last message variable 2 If the last transaction issued a statement like document 1234 has been created successfully sy msgv2 would then contain 1234 Our variant would then be filled with the value 1234 PARAMETER ID s BUK Fills the field with the current company code stored in parameter id BUK To identify a parameter id go to a transaction that changes the desired master data fields Select technical help on the key field If a parameter id exists it will be displayed in the help popup window FORMULA DAYS 7 Calls a formula that adds 7 days to the current date and fills the field Refer to VARIANT FORMULA below LE SIAMEASE USER MANUAL 43 VARIANT FORMULA Formulae are coded in program ZCSEZEFM To access this program execute the task builder zeze 2 ai lait varia Foi ulaz select the INCLUDE code tab and press the button The example below is a typical formula e Value field is used to pass a value to the formula and to send a value back to the screen field e Return code is used to identify errors If the formula were to detect an error i e master data already exists then a return code of 8
29. mp 04 DIVISION amp 05 PURORDE 806 SOLD TOP amp 07 MATERIAL amp 08_ORDEROTY It is suggested to save the template with a suitable name on your project network This template can be filled with scenario data and later attached to the task Refer to the Siamease Task Manager for details on attaching data and documentation ADVANCED MAINTENANCE Often fields are left out when recording The advances maintenance option allows these fields to be flagged and included after the recording To maintain press F6 or select the Advanced Maintenance option on the Edit Menu de SIAMEASE USER MANUAL 18 GENERATING THE TASK This option generates the ABAP program and creates a transport request for the task G ounvrau Es e Press the GENERATE icon on the application toolbar OTHER GENERATION CONSIDERATIONS Siamease offers a wide variety of options when generating The default settings suffice for the majority of the time Most of the tabs on the Siamease Task builder relate to generation options TRANSPORTING If the user is a registered developer on the system Siamease will prompt for a development class and transport request If not the ABAP program and task are still generated but will require a developer to transport at a later stage The ABAP program can then be found under local objects for that user SE80 DATA FORMAT Refer to the DATA FORMAT Chapter DATA MAINTENANCE Refer to the DATA MAINTENANCE Chapter rare K
30. n the changed data dE SIAMEASE USER MANUAL 39 KEY AND SELECTION ARE DUPLICATED If the task is executed and both the transaction key and the selection field both exist on the screen as a duplicate then a possible mismatch has occurred Example Material Number lt key field to the change transaction Material Number to lt selection field identified as the key To remedy this edit the program as follows 1 From the task builder find the relevant task number and press the EDIT icon AAI 2 Find the LOAD form WHEN MANUAL then the move corresponding line After the move corresponding add a line that moves the table field to the screen parameter and remove the reference to the duplicated parameter e Add MOVE lt SAP table gt lt field gt TO UPTAB lt screen field gt e Remove UPTAB lt screen field gt lt parameter gt Sample Form Load_Data when MANUAL lect 5 mara re move corresponding mara to uptab Move mara matnr to uptab matn1 add this line of code uptab matnl matnl comment out this line 3 Remove the additional PARAMETER from the parameters section e g parameter MATN1 4 Save and activate the modified program de SIAMEASE USER MANUAL 40 Chapter 8 PREPARING LOAD DATA PREPARING DATA IN A SPREADSHEET or DATAFILE The data load preparation begins with the transaction record and the parameter screen The parameter screen will identi
31. ntifies the repetition and from this identifies what fields belong to the header of the transaction the detail and the footer If a transaction were recorded with two line items as suggested other recording facilities would only be able to produce a data load that is only capable of loading 2 line items Siamease detects trends and adjusts the ABAP code to allow for an unknown number of items to be captured Provided that the capture technique demonstrated allowed for it de SIAMEASE USER MANUAL 12 RECORDING TIPS Note that mistakes are recorded It is suggested that the user captures a trial transaction before recording to ensure that all values are known and that users do not have to hunt for codes during the recording In essence the user should know how to capture the transaction before attempting to record Match code search help lookup are not usually recorded but it is still advisable to perform these value look up functions on the session that you are not recording Avoid using mouse clicks Rather use menu options Although not necessary it sometimes helps to understand the transactions complexities Remember that the task prepares a complete set of instructions to be sent to a transaction beforehand It assumes that if a specific line is selected during the recording that that is the line to select always Be careful of Defaults Since a sample transaction has just captured certain fields may default Always overwrite these with
32. ration PROTOTYPING Prototyping Prototype development PROTOTYPING Playground TESTING Test Script Process TRAINING Training NAMING CONVENTIONS Siamease generates ABAP programs The project name is derived from an application code transaction code and a sequential number Since the task manager manages all tasks comments and program statuses can be maintained Program names can therefore be named according to their function LE SIAMEASE USER MANUAL 8 Chapter 4 SIAMEASE TASK BUILDER le TASK DEFINITION A Task defines a specific business operation performed on a SAP transaction Behind every task is an ABAP program capable of capturing data into the transaction All tasks have status control allowing users to activate or deactivate a task Documentation and other comments can be attached to a task and are accessible via the Siamease Task Manager Other attachments include scenario data spreadsheets data files and Siamease enhanced run time variants Tasks can be chained together to perform a script managed by the Siamease Script Manager and compiled using the easy Siamease Script Builder SIAMEASE Task Builder amp Record OF Parameters Generate ABAP 2 CG Execute ABAP J Wizard B amp cB ZPT_VA02_005 4 Task Info Projects Tasks Scripts Stamuse EFFECTIVE TODAY ESSENTIAL TOMORROW SIMMONDS amp ASSOCIATES amp Script Manager gi Script Builder SR Scrip
33. rence to the document If the file is moved on the network the new file location can be maintained against the task using the TASK DETAILS icon e Press the spreadsheet icon to open an attachment that has already been linked Flle name Fisamsanmerretinn Dala Miria 453 Trans tr 4 2 ATTACHING DOCUMENTATION TO TASK lt 2 Document e Press the paper clip icon to attach documentation Browse network directory until desired attachment is found Note that the attachment is merely a reference to the document If the file is moved on the network e The new file location can be maintained against the task using the TASK DETAILS icon Press the word processing icon to open an attachment that has already been linked Flle name kisamsSapwr redira Dala firia 453 Trans tr Attachments are indicated against the task as follows amp I General 003066 3 VAI1 Create Seles Order de SIAMEASE USER MANUAL 52 Chapter 10 INTERFACING INTERFACE TYPES Interfacing is an option where another ABAP program will collect prepare and pass bulk data to a Siamease generated program for posting into SAP R 3 Interfaces in general are split into two categories Temporary e The interface will eventually be replaced when other SAP modules are implemented e The on going interface is a user operated interface e The user prepares the data validates it and checks that it is being processed into SAP correctly e Cost
34. rk 2 Eciingcrtere Loc date fr A3 PAMI faemey ZAR Posting date Ue US 201 Referer ce REF 1 Sattt Sa nple Pos ing kame Mo entry var ant selecced fet liLacct Shoriiot 2 0 Amount in doe curr Lec curramourt pie 10 00 de SIAMEASE USER MANUAL 11 OTHER RECORDING CONSIDERATIONS MANAGING THE PROBLEM The trick to getting Siamease to generate the right code is in the way that the transaction is recorded Often SAP transactions are designed to be user friendly but not program friendly Through experience users identify ways of recording the transaction that makes the transaction easier to manage from a data migration perspective E g A SAP Business partner can contain the business partner details as well as numerous bank accounts A user may create the business partner and all the bank account details in one transaction From a data migration perspective it may be easier to have a single pass that creates all the business partners with one bank account detail Another simpler pass through the data can add multiple bank details to a business partner Yet another pass can add additional addresses to the business partner then other business partner relationships In this way we break the problem down to a more manageable level SIAMEASE LOGIC Adding logic to the transaction is what makes Siamease different When users capture a complex transaction Siamease requests that a detail line item is repeated Siamease ide
35. s these analysis methods to display the recorded screens to the user If the results are incorrect then back out change the data format options and retry the parameters screen If no method works then the transaction should be re recorded avoiding additional repetitions It is the repetition that Siamease detects This indicates the 1 and 2 line items should be captured the same way de SIAMEASE USER MANUAL 33 BOTTOM UP AND TOP DOWN ANALYSIS In order to detect the 1st item and next item Siamease looks for a single repetition l e It will look to see if the next item was captured the same way that the first item was captured by default it only looks at the screen and the function that was pressed on that screen not the fields that were filled with exception to the TABLE LOGIC Some screens require a user to press a button in order to capture a value e g INSERT NEW ITEMS whilst others require a button to be pressed after values have been filled e g PAGE DOWN Siamease allows the user to choose different analysis techniques to match the transaction that was captured This can be done on the FORMAT tab from the Siamease main screen TOP DOWN Example e Assumes that the user captured a header e Pressed insert new items Captured an item e Pressed insert new items Captured an item e Saved BOTTOM UP Example e Assumes that the user captured a header and pressed ENTER e Captured an item Pressed page down e Captured
36. sed to the change transaction de SIAMEASE USER MANUAL 36 DATA MAINTENANCE PROCEDURE Siamease assumes that the user wants to change a set of values from one value to a fixed known value constant E g the user wants to access a range of customer master records and set the sales statistic indicator on e Record a change transaction as opposed to a create used during data migration Be careful of default values on change transactions Always overwrite all fields that you want to include in the business operation e Identify the key field as a variable Typically the other fields would be hard coded or will have a single parameter values e Before generating specify a SAP table that contains the relevant master or transactional data Specify a SAP table on the Data Maintenance Tab e Press the generate button e Select fields from the specified table A list containing all the fields in the specified table will be displayed Select the field that matches the key to the business operation or transaction Select other fields that will be used to filter the data to avoid processing ALL master records e Continue Siamease alters the standard generated program by replacing the manual parameters with the selection fields identified de SIAMEASE USER MANUAL 37 AUTOMATING ROUTINE FUNCTIONS Besides changing master data it is often a requirement to maintain transactional data Often the function is quite simple but due to vo
37. t Executer rat EVE SIAMEASE USER MANUAL 9 Although tasks are managed via the Siamease Task Manager it is the Siamease Task Builder that builds new tasks and creates template spreadsheets if need be The Task Builder is started from within SAP using transaction ZEZE TO CREATE A NEW TASK e Press the Create new task icon on the Task Builder e Enter a short description for the new task e Enter the desired SAP transaction code e Select a project and Sub application code e Press Enter Siamease will then determine the next available program name for the task It does this analysis by accessing existing ABAP programs in the SAP repository Short description of task VAG1 Applicaton 5008 Progamname TO RECALL AN EXISTING TASK e Enter the desired task number or search for a task using the value list or search help available The search help available allows users to search for existing task using transaction codes projects and applications e Press the change icon to switch from create mode to change mode Diane Fave SIAMEASE USER MANUAL 10 RECORDING THE TRANSACTION Recording is used to train Siamease It provides the opportunity for the functional user to demonstrate the business operation required using the SAP transaction e Press the record icon in the application toolbar e Capture the transaction as desired and save Enter G L account document de Troon amp Hold PB Siruxc GB Pa
38. transaction to get out altogether e g Nzeze de SIAMEASE USER MANUAL 29 OPTIONS AVAILABLE AFTER PROCESSING If the Check data before load option is checked Siamease will produce an ALV log audit trail of the run This log displays document numbers that have been created system messages as well as the data that was uploaded This log can be used for mapping Press the Excel button to create a spreadsheet with all the relevant data iam tara SIAMEASE USER MANUAL 30 Chapter 6 DATA FORMAT FORMAT OUTLINE There are two data formats that apply The first is a simple format where 1 row of data processes 1 transaction This would be used for a typical master data transaction The other format allows for multiple rows of data to be processed in one transaction In this case the data fields are grouped into header fields and line item fields The header fields simply prefix each detail line In other words the header fields are repeated for each line item If a header fields has a different value to the line item above it it assumes that this must be the start of a new transaction since the header fields should remain static for each line item This is typical for loading transaction data Simple format x1 Y1 z1 123 456 X2 Y2 Z2 345 765 Header and Detail format Reference 1 01 01 2000 Reference 1 01 01 2000 20 X2 456 Reference 1 01 01 2000 30 X3 789 Referen
39. unt Cost center Siam Eaa SIAMEASE USER MANUAL 25 CREATE BATCH INPUT Siamease provides the ability to load data immediately or to store the data into a Batch input session where it can be processed at a later stage via transaction SM35 Toad method uSDE NS RESO Create Batch Session Load Transaction online 6 Processing Mode b _ Check data before load l LOAD TRANSACTION ONLINE If the user chooses to load the transaction immediately online then a processing mode applies The following modes are available e A show all screens testing e E only show screens with errors default aAA alldels e N run in the background Allsireens ete disp ayki whan an nhier i ep aren Disp ay screars or which e tcrs hava baer Jeterrirec Objes s realacad ir sackcround n2 s2 ee1s d spleycd TYPICAL PROCESSING MODES Typically mode A would be used to test the task Mode E would be used when loading online Mode N is typically used when interfacing since there is no user to correct any errors In this case Siamease will store any failed transactions into a Batch input session that can be processed by a user via transaction SM35 de SIAMEASE USER MANUAL 26 SWITCHING OFF AUTOMATIC BATCH INPUT SESSION This option can be switched off if need be The ABAP program has a hidden parameter that defaults to the users logon A developer can easily change the program to default a blank name In this case
40. values TO FLAG VARIABLE FIELDS e Execute the Task Builder e Press the PARAMETERS icon on the application toolbar metere e Siamease Ultracool is designed to display all the screens and fields that where captured during the recording in a hierarchical tree display From here variable fields can be flagged hard coded values can be checked unwanted fields and screens can be deleted advanced users only and an Microsoft Excel spreadsheet can be generated e Expand the hierarchy list displayed until the desired fields are identified e Click on the icon next to each variable field The icon will toggle with each click The default hard coded value will change to a unique parameter name This name can be overwritten on the screen Enter must be pressed after each line changed Refer to Other Considerations regarding how Siamease determines the parameter name e Press the TEMPLATE button to create a spreadsheet template which can be populated with sample scenario data and used to test the task e Press Save to save and return to the task builder SIAMEASE USER MANUAL 14 Siamease Ultracool ver 2 k WarkLies 89 E3 EA Line SetFocus ED Delete areo remis Procedure down ZSD_V 401_002 V401 Create Sales Order Per Record Function 0101 Sales doc Initial screen Create BDC_OKCODE Function BDC_CURSOR Cursor Position VBAK SPART VBAK AUART Sales doc type amp 01_SALESDOCT VBAK KORG Sales org amp 02_SALESO
41. via the include code identifiers VH VI and VF Refer to including customer code above Valication pa Header amp Detail fa ooter MAINTAIN VARIANT FORMULAE Refer to the chapter on Preparing Load Data and the section on Variant Data pa Kantan Variant Fanniular Brann Fare SIAMEASE USER MANUAL 21 DATA SOURCE Data source allows the task to source its data file data from the SAP server By default the data is uploaded from the users PC On occasion a file could be copied onto the SAP server or created by another module within SAP In this case the application server option must be set before generating the task The structure field can be used if the record layout of the data file on the SAP server is defined within the Data Dictionary By default Presentation server is used and should suffice for the majority of data loads SAP on the other hand defaults to loading data from the SAP Server which requires the user to create a text file and FTP the file to the SAP server before creating a Batch input session aa Task Info Data Format SQ Maintenance HE tA Source RE Interface Data file loaded from Server Presentation Server Structure Application Server 5AP No upload facilities SIMPLIFYING DATA CAPTURE The NO UPLOAD FACILITIES check will generate a program that has a simple capture screen The user would simply fill one screen of parameters and the Siamease program would c
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