EzyScript - Z Option
Contents
1. After you log in using your Z Option Support User ID EzyScript will communicate with the Z Option Support website from within Excel and automatically register your company s license with Z Option User s Options System Options License Manage License Manage Users Reson Click here to open Z Option support site in web browser Licensed Used Premium user count le Is Standard user count Expires 12 31 2022 YOOOX 20O OOOX OOOO OOK OXX v Automatically register new users up to licensed maximum Click the Save License button to save your License Code into your SAP system and complete your Product Registration and License Unlock Z Option Inc Page 8 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Step 2 Register a Premium User While in the EzyScript Settings License screen click on the Manage Users tab Manually enter your SAP User ID and be sure to check the Premium User checkbox NOTE The User ID is your SAP User ID and as such must be entered in ALL CAPS Click OK and you are now registered as an EzyScript Premium User in your SAP system You may need to exit this screen and re login to your SAP system to see the completed update User s Options System Options Manage License Manage Users Premium User Step 3 Maintain Standard Users While in the EzyScript Settings License screen click on the Manage Users tab Similarly manually enter2. 6 Reduce training time 7 Roll out worksheets from a central super user 8 Reduce time of installation Using standard Excel functionality it is possible to reference cells in another sheet For example in Actual 1 of a blank EzyScriot workbook the equation Actual 2 B8 Plan 1 B6 This cell will be populated with the sum of cell B8 in sheet Actual 2 and B in sheet Plan 1 It is possible to set up an EzyScript template and reference the key values of that field with the values of an existing soreadsheet When a user is finished working with the usual sheet they need only change to the EzyScript template and run the Upload function The same process can work in reverse to populate an existing soreadsheet from an EzyScript one Page 48 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript Z Option Inc TRANSACTION SCRIPTING TOOL Hide Columns Rows OEM yon pet Foma Tonks pata EzySoluhons or SAP window biaip res Li F A dd eats nh iges gt Vauelt Sei 9r P Q Ve or veso vamo vae Value kj k Value 05 Veto 03 Posting date Fiscal period Cwrency vay Exchange rate Cocamert nasar Reference docunert Cabcuaa Insert Daten Caw Contents Cost cerar Order numbas Proft cete Wes et dufiodiction code Aew Comparry co To Hide a column or a row in EzyScript follow these steps 5 Right click on the column letter or row number 6 Select Hide fr
3. Add Another Script ID to the same sheet optional Z Option Inc To add another Script ID to the same SCRIPT sheet 1 Select the following menu options e EzyScript Ribbon e Click the Template button 2 On the Load Worksheet from Script pop up window specify the following fields e Script Recording ID e Line Item Count Document Count 3 Press the Enter key or click on the Apply button 4 A message will appear asking if you want to Append to or Replace existing data Click on the Append button to add the extra Script ID The Script ID is added to the bottom of the sheet Repeat Step 3 until you have added all the Scripted Recordings you need The SCRIPT Sheet is now ready for you to enter the data you want to use Page 27 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Z Option Inc Page 28 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript Z Option Inc TRANSACTION SCRIPTING TOOL Enter Required Data a Neference Cost Tamua Cortro ng aren Contcerter Vatd trondate iito date 1000 GEOFFIO4 5 17 2007 1231 2069 Depending on the Action Type used you now need to enter data into the Value fields The type of data to be entered in each column is dependent upon the Action Types specified in Column A Hover your mouse over the Comments Indicator to view how a particular column will be used for the specified Action Type Once you have entered all the mandatory data
4. EQ equals AU 11 Enter Count The Count will limit the number of records being Reader For example 10 o boa lem eee tda Lvefgrie Tabie fradi Atira LA on toe id a Pue we Metn Aea tent leon ow gt DFO 12 Select Save o If you have already logged on to SAP and activated the Silent Logon g option EzyScript has saved your username and password and will log you on to SAP in the background a Follow the steps above to modify an existing Action Type Select the Action g you wish to modify Add or remove fields and or attach SQL type restrictions on the search Select the Save function to overwrite the existing Type Built In Features and Functionality Key Fields Z Option Inc Page 47 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript Z Option Inc TRANSACTION SCRIPTING TOOL eebwate shda lw Aidas be u ones ta we a n rai ras _ 5 h a lt a ts le eee me tee e Key Fields from the selected SAP Table are automatically added to Selected Fields section and marked with the Key Field indicator in the left hand column Additional Fields need to manually added using the Field drop down menu Reference Other Worksheets Users of EzyScript are not restricted to using EzyScript templates only It is possible to integrate your existing spreadsheets with an EzyScript template Operating this way will allow you fo 5 Maintain use of your existing soreadsheets
5. Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Select the Batch function Process Multiple EzyScript Sheets oe cceeececcccccceseesseeccccseeueeeeeeecssseeeeeeeesseseees 36 Select the Worksheets to be PIOCSSS SC ieaiicccansneissdavsinanccneacessdavnidesiudestaaedavedeadesssdeanincsinsdaseddenadevadassedsasanodieasestedsadts 37 Execute Processing Immediately or Select Schedule PrOCESSING ssseeceeecccccccssseeccccsssssscssessseeceeeeees 39 TO A E A AEE E EE EE E A EAE EEA E EE 40 EMO r SCNedunNo Dede saena Oa 4 Ill ERY SHEGI oen E E 42 MTOGUCHO esena EA EER 42 EIE N E e AE E AAE AAE EAEE EAE AAE AE E T 42 NENT N e E E N E 42 FSO WO Mass E N I EE TEE AS E AE EA T N AAE A NEE AN A A TEE 42 Understand the EzyScript QUERY Sheet Structure sesssssssesssssssssssseeerrrrsesssssssssssseettrrresesssssssssssecettereressssssssses 42 EzyScript Ribbon Menu QUERY Menu GOUD a ceca cs carvasivacacnsavtwacsieacicasacawanacaavnnasauastctisbawacedaraonedsstauatasacacacaaeinas 42 Ege 6 ge FEI CO ATS e lemeremenr ene mere ner were nr ee tern RP BA SRY ty rE eT et een ere ee 43 koy VS OHI MO sce enerne atetacctonusedetessaacsanssaicteessonmeausadctwadsaantedamectesaseccsotssadcteaceanuteses 44 BUA Your TR SOC ee Ct serseri srei Ea AE EEE Ee aE N eeN AEAEE AEE EAEE AE eias 44 CONTOU GUSTY SING CIS ae E E EE 44 Select the Configure Table REG SS sssessereeerssssssssssrrsssttttrerersssssssssssssrtttterressssssssssssetttteereesssssss
6. Suppen Columns E to of the Script Sheet represent the Fields in SAP into which data is being entered Each active Column of Excel represents a field in SAP for data entry m The fields to be populated will be determined by the Script recording specified in Column A Understanding SCRIPT Sheet Execution Modes When you record a transaction in EzyScript SCRIPT there are these execution modes available l Batch Input Mode 2 Non Batch Input Mode Z Option Inc Page 13 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Batch Input Mode Many of the transactions in SAP are optimized to run in Batch Input Mode This is primarily for performance reasons Batch Input Mode is more efficient for data processing Some transactions have especially designed screens and fields for Batch Input Processing to facilitate automation Here are some of the differences you might notice in Batch Input Mode e SAP Screens might look slightly different from the ones in Manual Entry mode e Some of the fields or the placement of the fields might be different compared to the screens in Manual Entry mode Scripts are recorded in Batch Input Mode by default We suggest that you always run your transaction in Batch Inout Mode unless you are unable to accomplish your desired results due to differences in screens Non Baich Input Mode Checking the box for Not Batch Inout Mode refers to the regular manual dialog mode of
7. To insert a formula for a L given field 1 Select the fx field of the attribute row 2 Inthe formula window enter the formula mathematical or not that should ore populate the field 3 Select OK or hit Enter When loading a Template the EzyScript field will automatically be filled with the formula value Disable Attributes 3 Maintain scripted recording Script Recording SUO1_CREATEUSERS Create Test Users m 2 Not Batch Input Mode Transaction code SUOL Start Recording Ignore Warnings _ Document number message Document number argument Te AUL Sp E Guru Mode ee Pacinos TO A i eren Rea ae New Test Username _USRO2 BNAME Test701 a l Dialog t JOX ox Col py u ser pis p es i USRO1 BNAME F CURTINT Password GC PASSWORD1 G initpass Confirm Password p PASSWORD2 H initpass On the Maintain Scripted Recordings screen 1 Un check the fields in the row you wish to disable The field will no longer be shown when the EzyScript Template is loaded into a Script Sheet Return Field Z Option Inc Page 32 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL On the Maintain Scripted Recordings screen 1 Select the Return Field in the attribute row SAP is prompted to return the SAP value to this field after a successful upload is made Z Option Inc Page 33 of 59 Last Updated 1
8. You want to process multiple EzyScript worksheets simultaneously or schedule processing for another time All of the EzyScript workbooks containing the sheets that you want to process need to be open before you select the Process Multiple EzyScriot Sheets function Select the Process Multiple EzyScript Sheets Function In an EzyScript workbook either 1 Click on the Batch icon on the EzyScript toolbar or 2 Select the following menu options e EzyScript for SAP e Batch Processing The Process Multiple EzyScript Worksheets pop up window will be displayed listing all the sheets within the EzyScript Workbooks that you currently have open in Excel Z Option Inc Page 51 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Select the Worksheets to be Processed re Process Multiple EzySolutions Worksheets Sheet Name Last Processed O Select All M Select All Downloads F Select All Uploads AddRow Schedule On the Process Multiple EzyScriot Worksheets pop up window 1 Select the sheets that you want to process by clicking on the checkbox beside e Each of the sheets that you want to process or e One of the following options under the list of worksheet names o Select All o select All Downloads o Select All Uploads 2 Click on the Edit Selected button The Enter Key Data pop up window will be displayed Z Option Inc Page 52 of 59 Last Updated 14 Nov 2014 1411141
9. and when ready the user uploads the data into SAP Typical uses for the core functionality of EzyScript are Overview Topics Preparation Pre Requisites Z Option Inc Extract SAP data for use in reports external applications Data conversion from Legacy systems Automate repetitive tasks in SAP Assist with the synchronization of data between SAP Systems e g DEV TST PRD Getting Started This document will take you through a number of EzyScript SCRIPT Sheet elements including e Understanding Layout and Terms e Setting Up Templates e Uploading and Downloading SAP Data e Moving Copying and Scheduling work Before you can begin using this guide you must understand how to set up an EzyScript workbook You must also have the EzyScript SAP components properly installed on your SAP system Page 11 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Understand the EzyScript SCRIPT Sheet Structure Before you begin using an EzyScript SCRIPT Sheet you need to understand how it is structured Enabling Fields Columns A to C an a 7 3 Z es e O 3 r D Satih lacardineyg taz Citate Dergano Tetingi Dierannent D Chest nae ery sheet 5 A r hisite Abaut Opto att n Sent Suppi ierenoot Song Dwet Option Heip amp eoaart Columns A to C of the Script Sheet are the Enabling Fields Script ID This field allows you to specify the recorded Script ID that you
10. want to use Each Script ID on a SCRIPT Sheet allows communication with different functions in SAP Process An X in this column indicates that the Script should run Flag using the data entered into the columns on THIS row X Perform recorded functions on this line of data C Messages The cells in the Messages column are display fields only When you download or upload from SAP a message will display in each row that contains data The message will be either the word Successful or an error message indicating a problem occurred EzyScript incorporates SAP error checking so any error messages displayed in the Messages column are the same error messages that you would get if you tried to process records incorrectly within SAP Z Option Inc Page 12 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL User Defined Field Column D aA gt fetch Pepert seats Recortings leutpiats Chex t Dert t Dii i tiabie seaut J Optien Dais Script sheet on P ajada toScnpt Yangon VatDoce Sartgt Juri Opt ors Hep amp Spant D14 P ra A Columns D of a Script Sheet is a User Defined Field This field is not used by EzyScript and is available for you to use in any way that you like Typical uses include descriptions row totals or other formulae You may hide this column but you cannot delete it Key Value Fields Columns E to Zz 7 Optran r toot Support fee A
11. your soreadsheet will be ready to upload into SAP Go to the next step to see how to upload data into SAP Built In Features and Functionality Mandatory Fields Canfiquie Upheater Acton gt Diege Cot Lert Mocks BATCH Batch Moke aes rrr O Retuens Numbered Document Seve ss J es i sxe gt C Dew H Mordery foma GB Keyfe E Soen Ey Or Code E Oiabied Lnelten Feit Aotu Fett C cano When you create an Actual Type you can choose to make certain fields mandatory EzyScript will not process a sheet without these fields being populated 1 Click the row field in the location of the M above to make a field Page 29 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript Z Option Inc TRANSACTION SCRIPTING TOOL mandatory 3 as Vaise 11 ne Ore 7 3 A ee E perses o vast v v vaan von von van i H tcf Tergase The selected mandatory fields will be color coded when the Action Type is loaded into a soreadsheet Page 30 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript Z Option Inc TRANSACTION SCRIPTING TOOL Hide Columns Rows OER yon p t Fome Tools paa ExySoluhons for SAP window heip res a Value 11 1 R a a FP Q kJ Posting date Fiscalperke Cwrency tey Exchange rate Cocamert nasar Reference documart Cake Insert Daten Caw Contents Cost cerar Order
12. 4 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Reference Other Worksheets Users of EzyScript are not restricted to using EzyScript templates only It is possible to integrate your existing spreadsheets with an EzyScript template Operating this way will allow you to 1 Maintain use of your existing soreadsheets 2 Reduce training time 3 Roll out worksheets from a central super user 4 Reduce time of installation Using standard Excel functionality it is possible to reference cells in another sheet 2 For example in Script 1 of a blank EzyScriot workbook the equation Actual z 2 IB8 Plan 1 B6 This cell will be populated with the sum of cell B8 in sheet Actual 2 and B6 in sheet Plan 1 It is possible to set up an EzyScript template and reference the key values of that field with the values of an existing soreadsheet When a user is finished working with the usual sheet they need only change to the EzyScript template and run the Play function The same process can work in reverse to populate an existing soreadsheet from an EzyScript one Z Option Inc Page 34 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Constant Values On the Maintain Scripted Recordings window select the constant value field of given row Enter the value The Field will always be populated with this value For example a Company Code could be specified as always 100 for a KSOI Create Cost Center Scrip
13. 620 EzyScript Z Option Inc TRANSACTION SCRIPTING TOOL Enter Key Data On the Enter Key Data pop up window 1 Specify the following fields e Functional Stream e Transaction Code e Controlling Area 2 Press the Enter key or click on the OK button The Process Multiple EzyScript Worksheets pop up window will be re displayed showing the Key Data information that you have just entered Tip For a quick way to do a re forecast combine a download of plan and actual data by having two download rows for one sheet The first row would download actual data for periods 1 to X and the second row would download plan data for periods Y to 12 Page 53 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Check Processing Details and Make Changes if Required re Process Multiple EzySolutions Worksheets Sheet Name Last Processed Q Select All M Select All Downloads F Select All Uploads AddRow Schedule On the Process Multiple EzyScript Worksheets pop up window 1 Check that you have selected each of the sheets that you want to process 2 Foreach worksheet that you have selected check that the following details are correct e Stream e Transaction Code e Controlling Area 3 Change any incorrect details if required e Select the sheet e Click on the Edit Selected button e Change the details on the Enter Key Data pop up window 4 Use any of the other fu
14. EzyScript TRANSACTION SCRIPTING TOOL EzyScript v 1 0 SAP Transaction Scripting amp Table Querying Tool User Manual version 1 0b Z Option Inc Page of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Table of Contents I Getting Started for Premium USels cccsccssccssccssccesccesccesccesccesccesccesccesccesccesccesceesceesceesceesces 4 glee te 6 le fe i EE er emer EA ANA E E Sts Cnr E rer mt Se Oumar ee eee ere N EO E ae 4 SMT SECIS sacs cat ceseue ae N S A 5 SISO 1 Unlock the EZVS COT LIC CIS aa viatususvcnevincaesoiumnnunsewvnsguntubnsecesyvosiustweusunadSyncesntniennyeadeunsonna snes psadisnaunseveesouanuwncwcnies 5 Step 2 Register a Premium USET isc cacsicsesesascsacaveastecadoswserudeswsecucnaniecedouedscedoneseseneeesocaseneseiadouebesusoswseeatbantbcadondiadesoeedecaties 9 Shs 3 MaNIaNStandard Uc a gee eee mere nee ann tm rE eee re nT nmr ar Cerne an eee 9 II SCRIPT SDE ETa a a E E E E E O EA A AE 11 OO ON e A E A 1 SU SO a A E A E A A E A A A A A 1 NF E A vat avenecpanconecetadossvesedsaneetecniamee 1 mie DELSE assests escent E wae encore te aetna pease toed A eect naa E A 1 Understand the EzyScript SCRIPT Sheet Structure woe ccccccccssessssscesccceecessccessccesecccecesseceueceseceesssseueeeeeesssseess 12 EUS OUI Helds CUm Fa C leoneses annaa e A EERE EEEN AA EAEAN 12 Usor YS alee Mm wm xe 0a 0 9 ta IE eremere tener rere rete rrr rrr rrr t
15. ID to the Z Option Support site Critical Notes Premium User steps to obtain a login ID to the Z Option Support site 1 Open an Internet Browser and go to the Z Option website at hitp www zoption com 2 Each Premium User should request a ticket system login ID by selecting Support Support and Licensing System Request a Ticket System ID Fill out all of the information Once your ticket system ID has been confirmed you will receive an email you may login to the ticket system on the same support page by clicking Log onto Ticket System Select your company from the drop down list and enter your user ID and the password you created in step 2 NOTE User IDs are not case sensitive but passwords ARE case sensitive If there is an issue which requires additional support the Premium Users have the ability to open a support ticket through the Z Option Support Ticket website Standard Users should raise all first level support issues with Z Option Inc Page 7 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL their Premium Users per the Software License Agreement signed by your orincipals All resolutions and communication must be performed through a Premium User This helos Z Option keep your maintenance costs below industry averages Login to Z Option support system An existing Z Option support login is required Click here to create one a web browser window will open canes
16. ORMULAS DATA REVIEW VIEW EZYSCRIPT Z About Z Option EzyScript Support Help amp Support Z Option Inc Page 5 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL User s Options System Option Add auto comments to cells Set cell formats based on SAP data type Language clear to follow Excel language Show System Details You will be prompted to log into SAP Upon successful login to the appropriate SAP system the license Registration Code will load from SAP and you will see the license Registration Code details in Excel Default Z Option ZD1 OOS 144 1 01 Z Option ZD3 ooo 1483 NW 3 69 Z Option ZD5 OG 268 1 34 Hl Client User BARABAS si Password Language English Z Option Inc Page 6 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL al License details in EzyScript in Excel User s Options System Options License Manage License Manage Users Registration Code ERVBL MU8UP SEL64 YZYEY 3BMXV PHYL35 Click here to open Z Option support site in web browser Licensed Used Premium user count 6 aes Standard user count Expires 12 31 2022 V Automatically register new users up to licensed maximum Cancel Click on the Get License button You will be prompted for your login ID for the Z Option Support website Note You must already have acquired a login
17. RANSACTION SCRIPTING TOOL Depending on the Script Recording used you now need to enter your data into the Key Value fields The type of data to be entered in each column is dependent upon the Script ID specified in Column A All mandatory fields must be filled in order to upload to SAP e You can change the headings of these columns to make them more meaningful or insert heading rows throughout the Script sheet EZYSCRIPT yn m z 5 wW A fl T T yOrtDoce pt we Options heip amp Some If you go to the EzyScript Options group menu click Settings user s Options and check the box for Add auto comments to cells the SAP Description and Field definitions Table Field Name will be available in a Comment box for each data cell EzyScript Options System Options License V Set cell formats based on SAP data type Language clear to follow Excel language Show System Details Check the box for Add auto comments to enable hovertext Field details Cancel In the Script Template framework sheet you can then hover your mouse over the Comments Indicator red triangles to view how a particular column will be used for the specified Script Page 26 of 59 Z Option Inc Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL iil ontirm Password surtint TEPENE rane ax x From Username USRO1 BNAME MpPVdss i E Test01 rtint
18. Recordings Template heck Play Create Design Settings Disable About Z Option Data Script sheet Query sheet add in EzyScript Support Workbook Script Query Options Help amp Support Template button in the SCRIPT group To access the Scripted recordings to prepare for data entry click on the Template icon on the EzyScript toolbar Add the First Script ID Load worksheet from Script Script Recording SU01_CREATEUSERS z Documents 250 Items per document Z Option Inc Page 24 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL On the Load Worksheet from Script Template pop up window 1 Specify the following fields e Choose a Script Recording e Line item count as Number of Documents how many records to be 2 Press Enter key or click on the Apply button The current Script Sheet is pre formatted based on the parameters you defined on the Load Worksheet from Script Template pop up window a oga anim beet Create Recowings enpe Cheat Awy Date Simipi heet f Wetbest SU01_CREATEUSERS SUO1_CREATEUISERS SLAM1_CREATEUSERS SLO1_CREATEUSERS 9 SUO1_CREATEUSERS 10 SU1_CREATELISERS 11 SUO1_CREATEUSERS New Template waiting for data to be entered Enter the Required Data 5 SUOI_CREATEUSERS temppass 6 SUOl CREATEUSERS temppass 7 SU01_CREATEUSERS temppass temppass Z Option Inc Page 25 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript T
19. age 58 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Schedule Item Enter the name and password of a user The task will be run as if it were started by that user Enter the user name Enter the password Confirm password lf a password is not entered scheduled tasks might not run Cancel K Tip z This screen needs to be completed by the person who has administrative rights to the PC you are using 6 Type the user name and password for the PC 7 Click on Next The job has been scheduled and following message will be displayed Schedule Item You have successfully scheduled the following task EzyExcel User Apps Planning Windows will perform this task at 26 03 2010 1 55 00 PM Click Finish to add this task to your Windows schedule Z Option Inc Page 59 of 59 Last Updated 14 Nov 2014 1411141620
20. assword eee Language len English On the Connect to SAP System pop up window 1 Click on the appropriate SAP system 2 Type in your User Access Data 3 Press the Enter key or click on the OK button EzyScript will now connect to your SAP system to begin the screen recording You will automatically be directed to the starting screen of the SAP Transaction selected in this case SUO1 Z Option Inc Page 17 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Begin Screen Recording SAP 18 eee Sk anoa OH OB User Maintenance Initial Screen Davita SU0O1 initial SAP screen for Transaction Once SAP Is loaded follow these steps 3 You must now enter data into every field in the transaction you need to integrate with Excel EzyScript will record the path and return those fields to the Excel worksheet in the order they were touched in SAP SAP meh M a ae 68 mA Ow i e EEEE s t p Se a User Maintenance Initial Screen 02 anpe peme TEST109 SU01 1 Enter the User data then 2 Click the COPY button Page 18 of 59 Z Option Inc Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Next SAP screen for this recording 18 Coe DDO OO oes Maintain User 4 After you have entered data into all the required fields click on the Save or Post button finish the required data ent
21. c acne desssdaaneneiceddoasades quan isestanncreceteaseedeantete 52 FS eae arches cers tetas cesta teed tegen ia secs das toe ened eeane cas cereus tees ceacemeeda a acecdeniematdeseusteesaunsedeteussiuentenuaan 53 Check Processing Details and Make Changes If REQUIPED ccccccccccccccccesseeecsssssssscsesccesecccssssseeeceesees 54 Execute Processing Immediately or Select Schedule PrOCESSING sssseeeecccccccccesseecccssssssscsescsseeeeeseeas 56 ee Be pp re A arrears 5 Enter Scheduling DetailS eesseeeeesesseessssrsesrrrrreerrsssusssssssssssttteeerssssssssssretetttteerressssssssssesettttteresssssssssesessetreeeeeenss 58 Z Option Inc Page 3 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Getting Started for Premium Users Introduction This section covers initial Premium User tasks e Unlocking the EzyScript License for your site e Registering the Premium Users for EzyScript e Maintaining Standard Users Premium users at your site will be responsible for maintaining the users who will be using EzyScript Critical Notes e SAP Component Your BASIS team must have already completed installing the transports for EzyScript on your SAP systems before any of the Premium User tasks can be completed e PC Component The EzyScript add in for MS Office Excel must have been installed on your desktop computer using the PC install file Be sure to install the local sof
22. chedule Allows you to specify when and how often you want the selected sheets to be processed For more information see Step 6 Execute Allows you to process the selected sheets immediately For more information see Step 6 You are now ready to schedule processing of the selected worksheets or execute processing immediately Z Option Inc Page 38 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Execute Processing Immediately or Select Schedule Processing On the Process Multiple EzyScript Worksheets pop up window 1 To process immediately click on the Execute button OR 2 Toschedule processing for a later date click on the Schedule button If you have not logged on to SAP you will need to log on to Go to Step 7 SAP now using your SAP account details on either the e Select SAP System pop up window only if you have previously activated the Use EzyScript SAP Login Screen option or e Standard SAP login screen Z Option Inc Page 39 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Log on to SAP On the Select SAP System pop up window e Click on the appropriate SAP system e Type in your User Data e Press the Enter key or click on the OK button If you selected to Execute processing begins immediately When processing is complete a message window will be displayed and the Last Processed column on the Process Multiple EzyScript Work
23. ction scripts and to edit already existing Scripts you have created The Maintain Scripted Recordings form will be displayed for you to define the data that you want to process in SAP Configure the Script Actions Z Option Inc Page 15 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL aintain SCrpted re AYA Echt Paces NOP Ry Peat ad ee tees eee Not Batch Input Mode Transaction code Su01 _ Start Recording Ignore Warnings Document number message v Document number argument sap V Guru Mode Enable Screen Description Field Name Kew fx i Constant Recorded Value On the Maintain Scripted Recordings pop up window 1 Enter the new Script description 2 Select the execution Mode Batch Non Batch 3 Enter the SAP Transaction code into the Transaction Code field 4 Select the Guru Mode checkbox optional this will return the SAP Field Descriptions Note you may not have the appropriate security for this function to work properly 5 Select Start Recording If you have not logged on to SAP you will need to log on to SAP now using your SAP account details Page 16 of 59 Z Option Inc Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Log on to SAP Default Z Option ZD1 oi Z Option ZD3 0 168 152 ip fi Z Option ZD5 mosis 4 Wl Client soo User BARABAS P
24. eader Sheet allows Communication with different functions in SAP Table Displays the SAP Table Name that data is being Reader Name from C Messages The cells in the Messages column are display fields only When you download or upload from SAP a message will display in each row that contains data The message will be either the word Successful or an error message indicating a problem occurred EzyScript incorporates SAP error checking so any error messages displayed in the Messages column are the same error messages that you would get if you tried to process records incorrectly within SAP Z Option Inc Page 43 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Key Values Columns fo Columns to of the Reader Sheet represent the Fields in SAP that data is being entered into Each active Column of Excel represents a field in SAP for data to be entered into The fields to be populated will be determined by the Query Sheets specified in Column A Build Your Reader Sheet For EzyScript to be able to communicate with SAP you must prepare the Reader Sheet by creating Reader Action Types You must have already created an EzyScriot Workbook before you can proceed with this task e Run the Query Designer from the EzyScript Menu Configure Query Sheets The Query Designer option allows you to select which data from SAP you want to Include in a worksheet The tool a
25. either the e Select SAP System pop up window only if you have previously activated the Use EzyScript SAP Login Screen option or e Standard SAP login screen Z Option Inc Page 56 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript Z Option Inc TRANSACTION SCRIPTING TOOL Log on to SAP On the Select SAP System pop up window e Click on the appropriate SAP system e Type in your User Data e Press the Enter key or click on the OK button If you selected to Execute processing begins immediately When processing is complete a message window will be disolayed and the Last Processed column on the Process Multiple EzyScriot Worksheets pop up window will be updated If you selected to Schedule the Schedule Processing pop up window will be displayed Page 5 7 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Enter Scheduling Details Schedule Item Type a name for this task EzyExcel User Apps Planning Perform this task Daily Weekly Monthly One Time Only On the Schedule Item pop up window 1 Type aname for the scheduling task 2 Define how often you want the selected sheets processed 3 Click on Next Schedule Item Select the time and date you want this task to start Start time 4 55 32 PM Start date Cancel 4 Select the time and date for the selected sheets to be processed 5 Click on Next Z Option Inc P
26. ge 14 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL No Scripts or recordings exist as standard in EzyScript In order to use the EzyScript SCRIPT Sheet you must run the Recordings tool Once this is done the new Script ID will be saved as a template for future use Follow these instructions if e You have a blank SCRIPT Sheet or e You want to add or remove specific fields to or from a recorded and saved Script ID Each Transaction in SAP requires you to set up a new Script recording and Script Template sheet For example if you wish to create new Material records and also update existing Materials you would need to run the Recordings tool to create Script IDs for both MMO1 Create New Material and for MMO2 Edit Material This guide shows the configuration process for a User Maintenance script recording Create New User Maintenance Template Set up Select the Recordings Function x k b z BookLxisx Excel HOMI l ka VOU T FORMULAS DATA REVIEW VIEW EZYSCRIP GLSU a N SS p S O ba 3 z Batch Import Create ecordings Tamplate Check Play Create Settings Disable About aaa Data Script she Query shee add in EzyScript Support Workbook Script Query Options Help amp Support On a SCRIPT Sheet such as Script 1 select the following menu options e EzyScript tab in the Excel Ribbon e Click the Recordings button e Note The Recordings button is used for creating new Transa
27. ions Help amp Support In an EzyScript workbook Click on the Batch icon on the EzyScript toolbar The Maintain and Execute Batch Processing pop up window will be displayed listing all the Scripts and Queries within the EzyScriot Workbook that you currently have open in Excel Z Option Inc Page 36 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL se e E e e m O tn Script 4 Script 3 cript 2 Script 1 oa 4 rr Select all entries Select all worksheets Select all Imports Add Worksheet Add Import Select the Worksheets to be Processed On the Maintain and Execute Batch Processing pop up window Select the Script or Query that you want to process by clicking on the checkbox beside e Each of the sheets that you want to process or m e One of the following options under the list of worksheet names o Select All Entries o Select All Worksheets o Select All Imports The Enter Key Data pop up window will be displayed Z Option Inc Page 37 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Other Description Functions Add Row Allows you to add sheets to the processing list Allows you to remove sheets from the processing list Edit Selected Allows you to change the Key Data information used for uploading to or downloading trom SAP Close Allows you to exit the pop up window without processing any worksheets S
28. llows you to customize the worksheet to your individual business process or business need and can be saved within the workbook for use in the future Once you have saved a Query Sheet in a workbook you can use it to download SAP data No Query Sheets exist as standard in EzyScript In order to use the Reader you must run the Configure Query Sheet tool Once this is done the Query Sheet will be saved for future use Follow these instructions if e You have a blank Reader Sheet or You want to add or remove specific fields to or from and Query Sheet Select the Configure Table Reader Z Option Inc Page 44 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL E Microsoft Excel General Tools Reader IREE Ty Ay s eE roa ES oe aE ole E 3 Type Name Copy EzySolutions Data Ti 4 Import non EzySolutions Data 4 g Options PO EJ a Switch SAP System g cora eko messages ERE a EKKO EKKO i2006 CO 12 EKPO EKPO 300 EKPO EKPO ii 4500000205 20 300 EKPO EKPO _ 4500000205 30 300 tt HAH e 49 Baga i On an Reader Sheet such as Reader 1 select the following menu options EzyScript for SAP e Configure Table Reader The Configure Table Reader Actions pop up window will be displayed for you to define the data that you want to extract from SAP Z Option Inc Page 45 of 59 Last Updated 14 Nov 2014 1411141620 EzyScrip
29. mnrnrnerre mere rrr perree terre a mere Irn ee nnn renner we werner crew rene very re Terr re ene 24 Select the Template FUNCTION ssscsccsscasnnnseveccsecasesnewdevesocessensesedevededessavsesedovedseusdsvsessdouaseansevevonedsseseewsseedeondwanse 24 ACTA E GES T I a E ee ee 24 EEr Ve RET Os a E E EEEE E A EEES 29 Add Another Script ID to the same sheet Optional sssseesssesseesssrrrssrrrreesesssessssssssssetreeeeessssssssseeeseeree 27 Enter Required DATO ssessssesssssssseseresesssssseresssssssccressssssccterssssssctttsssssssctttessssectttssssssetteresssseetteesssseeceresssseeeee 29 Built in Features and TeV OI VG IY seats secteuiccssatvtecornu ceotsneacteanetutevwadiaendeerstvaactunnovbsesiorseeeiiesoud dotuercsnuseinveneiaureviuclderonidomnisousnienecomse 29 POO CO INS E E E EAE A EE AAE dees san acseauantuacciardieas sian EEE A A 29 FUN O OS sce cece cece E AEE AE E E E EE EEE ES 3 EXO IOS ROWS TOO OC ioc sense vcore ans catessanccoenscacadensmnsebsuata EANA 3 SL FO O e re 32 SONOS FVM OS soris E i eae A E 32 Ror O a E E ine E E EEE EE E E A E one 32 Reference Other Worksheets oosdcasercectnnencccovaisecdabascaniiadsdmntutindessdoaseideusetiniuintaesstateticonswiaadddtevssteiwingoatdetwsctinatensabe 34 COT VOSS a R E E 35 AAT R E E A ee 35 Schedule Processing and Process Multiple Sheets ccccccccccccccsesceecccsssssssssseecccsceccsesseeecccssssesescsessceeeecesenas 36 Z Option Inc Page 2 of 59 Last Updated 14
30. nctions on the pop up window If required Z Option Inc Page 54 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Add Row Allows you to add sheets to the processing list Delete Allows you to remove sheets from the Selected processing list Edit Selected Allows you to change the Key Data information used for uploading to or downloading trom SAP Close Allows you to exit the pop up window without processing any worksheets Schedule Allows you to specify when and how often you want the selected sheets to be processed For more information see Step 6 Execute Allows you to process the selected sheets immediately For more information see Step 6 You are now ready to schedule processing of the selected worksheets or execute processing immediately Z Option Inc Page 55 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Execute Processing Immediately or Select Schedule Processing re Process Multiple EzySolutions Worksheets Sheet Name Last Processed O Select All M Select All Downloads F Select All Uploads AddRow Schedule On the Process Multiple EzyScript Worksheets pop up window 1 To process immediately click on the Execute button OR 2 Toschedule processing for a later date click on the Schedule button If you have not logged on to SAP you will need to log on to Go to Step 7 SAP now using your SAP account details on
31. nning the Query Designer Click on the Download icon on the EzyScript toolbar or 1 Select the following menu options e EzyScript for SAP e Read Table formerly titled Download Current Sheet Read Table pop up window appears formerly titled Load Action 2 Select Action 3 Hit Enter or select OK Log on to SAP m On the Select SAP System pop up window 1 Click on the appropriate SAP system 2 Type in your User Access Data 3 Press the Enter key or click on the OK button The download process will begin Create a New QUERY Sheet Create a new QUERY Sheet in an existing EzyScriot Workbook A QUERY Sheet is used to record a path through any SAP transaction It is for download purposed only Follow these instructions if You want to create an NEW QUERY Sheet in the workbook Select Create Query Sheet Menu Option In an EzyScript workbook select the following menu options e EzyScript for SAP e Create e Reader Sheet A new QUERY Sheet called Query 2 will be created Z Option Inc Page 50 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL You are now ready to populate the new QUERY Sheet using a configured Query recording Schedule Processing and Process Multiple Sheets EzyScript allows you to process multiple worksheets at the same time You can also choose to process immediately or schedule processing to occur at a specific time or date Follow these instructions if
32. numbas Proft cete Wes et dufiodiction code Aew Comparry co To Hide a column or a row in EzyScript follow these steps 1 Right click on the column letter or row number 2 Select Hide from the Menu The column will now be hidden but still active Any formulas placed in the column will still be processed Exclude Rows from Upload sare Interface BE Be AoE T pelt ver x a M Document type Company code Calculate tax Document HEADER GLLHL Messages Humber mangaa mandatory mandatory mandatory docume gt Account Amount U ra a a A x x End of Template There are a number of ways to prevent a row of EzyScript uploading 1 Leave the interface direction indicator blank cell B11 above EzyScript will now ignore all information in this row 2 Insert a blank row into the worksheet row 10 above You can insert as many blank rows as wanted These are a good place to insert total formulas to summarize the values in your worksheet 3 Enter a formula into the Interface direction column that will determine what value to enter In row 12 above the formula entered is IF K12 gt 0 U So if company code is higher than 0 the row will upload Page 31 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Enter Formulas A formula in the context of EzyScriot can refer to a value whether mathematical or otherwise that can be set for a given field in a soreadsheet
33. om the Menu The column will now be hidden but still active Any formulas placed in the column will still be processed Exclude Rows from Upload TaM lt 8 Pe ere er Actuals TAE a i geks etate E be A a s ty KOCANIN Document type Company code Calculate tax Document c HEADER GLLHL Messages Humber _ mandatory mandatory mandatory mandatory docume x Account ng key GEEA U E R 2 l x GLLLI x x ee l x x 2 oe a x x x ae MEE Wo q End of Template There are a number of ways to prevent a row of EzyScript uploading 4 Leave the interface direction indicator blank cell B11 above EzyScript will now ignore all information in this row 5 Insert a blank row into the worksheet row 10 above You can insert as many blank rows as wanted These are a good place to insert total formulas to summarize the values in your worksheet 6 Enter a formula into the Interface direction column that will determine what value to enter In row 12 above the formula entered is IF K12 gt 0 U So if company code is higher than 0 the row will upload Page 49 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Download data with EzyScript Query To download data from SAP based on the configured Query Sheet Follow these instructions if e You have established a Query Sheet Download Data using a Prepared Query Sheet You can only download data after ru
34. processing a transaction in SAP A couple of things you need to know about using Non Batch Input Mode e You may need special authorization to run in Non Batch Inout Mode e Use this mode if you want to download data from a transaction Note not all transactions will allow download Build Your SCRIPT Sheet For EzyScript to be able to communicate with SAP you must prepare the SCRIPT Sheet by inserting the relevant e Script IDs e Data associated with the Script recording s SAP function Follow these instructions if e You are using a new EzyScript SCRIPT Sheet or e You want to change or update the data on an existing SCRIPT Sheet You must have already created an EzyScriot Workbook before you can proceed with this task There are three steps involved in preparing a SCRIPT Sheet e Step 1 Create a new Script Recording trom the EzyScript menu e Step 2 Use an EzyScriot SCRIPT Template to build a data entry framework e Step 3 Populate the Template framework with data Step 1 Create a new Script Recording Click Recordings Button to Run Maintain Scripted Recordings The Maintain Scripted Recordings form allows you to select which data from SAP you want fo Include in a worksheet The tool allows you to customize the worksheet to your individual business process or business need and can be saved within the workbook for use in the future Once you have saved an Script in a workbook you can load it as a Template Z Option Inc Pa
35. r ee Pr 13 Key Value Fields Columns E tO ou cccccccccscccccccccsseeecccssssssssseseseececcessseuceccessseseseessesseccesseeuecccesssesessesssseeeeeeeaas 13 Understanding SCRIPT Sheet Execution MOCES cccccccccsscssccccccscsccsccsccccccccceccceccccccceeccceececccccccececececececeeeeees 13 BAIO OO CRETE SiS CU aga trs et cree eed oss ttertoneseer EEEE TE E EEE 14 STEP 1 Create a NEW Script Recording ccccccccccccccssseeccccsssssssccsecccsecccessseeccccssssecssesesseeeccesesuaeeccessesessssessss 14 Click Recordings BUTTON to RUN Maintain Scripted Recordings ccccccccccccssseececcsssssssssecsccececeseuas 14 Create New User Maintenance Template Set Up uuu ceceessscsccccesccssseecsscceecccsceeesscceseeesesesscceueceaneeess 15 Select the Recordings FUNC TOM iccaussasaccrcncsestescwasasaasas saninannscsmacseasawanvadaeieansdaatoascaatinesesqussacadaeeaiandaatnowenatinass 15 Configure the Script ACTIONS scccivniwdnswonsinsmsndetwunsmomememswbetmeenwsnnmumentntmuenwumtmemnpieimubnmememnmtwbelmuaswememnmswteiwibeoenemenewss 15 OG ON TO AG E EEEE EE A EE A A actas aaa I E vaasaa says A AE E 17 Be OMIA C ORRE COIN er E E E 18 LONE C TR EC OT ashaase testes ara t done seacactecmatdoneteacactesnatdnoetearacssanatdnnsuennucsearatiosstentaseaaratuperaeneaseaeaas 22 Step 2 USE OM EZySCiIl SCH ISG LSI GT S sirrien ana ssdn sesadedasousasdeceanastaueewasancasedsonaeianedaceenneees 24 2 T ka Fore ee em K ag e eis e
36. res and Benefits section of this user guide Ignore Warnings Check this box if you want EzyScript to include only messages to be returned from SAP that are Success and any errors Document Number Message check this box if this SAP Transaction you are recording will return a document number or similar field To load the new Scripted Recording into EzyScript you will have to load data via Template as shown in the next step Each Script recording is capable of only 1 task in SAP In this step we created a Script recording to create a New SAP user based on copying an existing user Page 23 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Step 2 Use an EzyScript Scripted Template Option 1 Load via Template The Template function can be used by EzyScript users to quickly pre format a SCRIPT Sheet for data entry The Template inserts the Script ID framework the Header and Line Item Titles and default Process Flag for the number of rows that you specify You then need to manually add the required data to the required fields Follow these instructions if e You would like to quickly setup the soreadsheet with a specific Script ID You must have initialized an EzyScript Workbook and recorded a transaction Script before you can begin this task Select the Template Function HOME INSERT PAG FORMULAS DATA REVIEW VIEW EZYSCRIPT GLSU sae Se Em on B 6 a 822Z Batch Import Create
37. ry Z Option Inc Page 19 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL W f EVE P Maintain User eR an m User Maintenance Initial Screen D02 v ita Use mesz a 5 The SAP session may not automatically exit upon saving the record in SAP If it does not click the SAP Exit yellow arrow button to explicitly finish the screen recording Z Option Inc Page 20 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL User Maintenance Initial Scree R420 A Mm ALZ 6 SAP will close and the recording session will return to Excel 7 The Maintain Scripted Recordings pop up window will open again in EzyScript Z Option Inc Page 21 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Customize Script Recording The transaction sequence has been recorded but the script itself has not yet been saved as a recording The script recording has to be saved into the spreadsheet before it can be used as a repeatable process T3 Maintain scripted recordings SeiptResoding Create TestUsers Not Batch Input Mode Transaction code suot Ignore Warnings Document number message v Document number argument I Auto map E Guru Mode j rae oen pene Oa en Record vt v V New Test Username USRO2 BNAME E Test701 From Username USRO1 BNAME F Password G PASSWORDI G initpas
38. s Confirm Password G_PASSWORD2 H initpass Save new scripted recording Revert Changes Ti SUOLDELETENEW T SUOLDELETENEW2 Tg SUOLDELETEUSERS T SUOIDELTESTUS T SUOLDELTIM2 Ty SU01DELUSERSTIM Recording name SU01 CREATEUSERS Z Option Inc Page 22 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL O y 7 PEO ER e r r r Script Recording SU0I_CREATEUSERS Y Create Test Users m z _ Not Batch Input Mode Transaction code SUOL Start Recording _ Document number message Ignore Warnings y Document number argument Auto msp _ Guru Mode Vi me SEF Th Eo New Test Usemame USRO2 BNAME E Test701 Dialog box Copy user SAE Risen Username USRO1 BNAME F i CURTINT erface to input user attributes using tabs Lit i T Password G_PASSWORD1 ie initpass Z Option Inc Confirm Password G_PASSWORD2 H initpass Delete Revert Changes The recorded fields can now be seen in the Description and Field Names grid Specify any functionality including e Specifying mandatory fields e Entering formulas e Key Fields e Disabling fields e Specifying return fields Select Save As to save the new Script ID The Scripted Recording is saved in the workbook and will now be available to load as template These features are further explained in the Featu
39. sheets pop up window will be updated If you selected to Schedule the Schedule Processing pop up window will be displayed Z Option Inc Page 40 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Enter Scheduling Details On the Schedule Item pop up window 1 Type aname for the scheduling task 2 Define how often you want the selected sheets processed 3 Click on Next Select the time and date for the selected sheets to be processed 5 Click on Next Tip This screen needs to be completed by the person who has administrative rights to the PC you are using Om W W wo 6 Type the user name and password for the PC 7 Click on Next The job has been scheduled and following message will be displayed Z Option Inc Page 41 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL lll QUERY Sheets Introduction In this section you will learn about the basic functionality of the QUERY Sheet tool Uses for the core functionality of EzyScript QUERY Sheet are Extract SAP data for use in reports external applications Data conversion from Legacy systems Automate repetitive tasks in SAP Assist with the synchronization of data between SAP Systems e g DEV TST PRD Getting Started Overview Topics This section will take you through a number of EzyScript QUERY Sheet elements including e Understanding Layout and Terms e Setting Up Templates e Do
40. sssseeeteeeeeeeeene 44 COR Oe Table Reader ACHOS sansa steeds rans cnn nan En AEE ceanseds syensnoneetewstecronssansesesssacneseoncetencoecnanssees 46 Buill Featdres and WUE ION VGN accaatosanesaviacscauectossatasastnewasan NoVA N ance Ea EONENNEK ANA a Taros aiai 47 Eo RO a E A dese saat aes eaneatneee 47 RAS adele Oiher Wark oS Ce eee 48 POSE 0 eg sy ce N an N Pre ee 49 Exclude Rows from U DIO iiossosssnsnuncdvnandmsnenviewnsivosntasowien aeeadsountwumvwsnyesduntesnssiresispsnnnsmdnawuesannsiemmndbensosnvesouwsedeanvosneneies 49 Download data with EZVSCHOT QUI Y sescsccaninctuctericvusavnssiusevarsenisanveteddvissusnlsustaaveunsohnasueediusuuesavadeautsindcanscsnesteucbuvesies 50 Download Data USING a Prepared Query SNEE T uu cccccceeeeccccccccesseecccsssssscscseecesseccsssseuceccessssescsessseeeeceeeuas 50 EO GOUT NOS ee sccenteaeee senna E ER ER AA AA EEA 50 ceded NOV OUR NS case errs cece pecs pe cee tcc A A A O EA E 50 Select Create Query Sheet Menu Option ssessssssesssssssseseessssssssceressssssceresssssssscreessssscctresssssecereessssseeeeeessssseeee 50 Schedule Processing and Process Multiple Sheets ssseeeeessssssessrreeeesesssessssrssssrereeeressssssssssssssttteeeressssssssseseseeeee 5 Select the Process Multiple EzyScript Sheets FUNCTION ssesesesssssseresesssseseressssssescressssssscceessssssseceresssseseeeeesssse 5 Select the Worksheets to be PIOC SSSCO siciicuccactorsactvecduecadsnavnniencbwadetucen
41. t TRANSACTION SCRIPTING TOOL Configure Table Reader Actions gt Coed ques lobie fiwesei Aiton had itt e F tew me e mo ee SS eres te di On the Configure Table Reader Actions pop up window 6 Select the Action If you have not run this before you will have to enter a new Action name with description For example LFAl Vendors 7 Select the SAP Table you want to download data from For example LFAI If you have not logged on to SAP you will need to log on to SAP now using your SAP account details on either the e Select SAP System pop up window only if you have previously activated the Use EzyScript SAP Login Screen option or e Standard SAP login screen 8 Use the Field menu and the Add Field button to add fields to the Selected Fields for the template e l sebyase shda lims Action gt e 6 i Seeder y oo o s Reader allows you to build basic SQL type queries to enable you to restrict or make the data more specific as part of the download For example a linear selection of a single material number or range or material numbers Z Option Inc Page 46 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL 9 To create a SQL Type query on an attribute highlight the attribute in the Query Builder Drop Down Menu 10 Select the Unit of Measure For example EQ Enter the value you want to restrict the query to For example LAND1 Country Key
42. t recording The field will then be hidden when the Script is loaded into an EzyScript Worksheet Assign Key Fields Key Fields are you when processing change transactions such as KSO2 or MMOQ2 EzyScript will not download the information To Hide a column or a row in EzyScript follow these steps 3 Right click on the column letter or row number 4 Select Hide from the Menu The column will now be hidden but still active Any formulas placed in the column will still be processed Z Option Inc Page 35 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Schedule Processing and Process Multiple Sheets EzyScript allows you to process multiple worksheets at the same time You can also choose to process immediately or schedule processing to occur at a specific time or date Follow these instructions if e You want to process multiple EzyScript worksheets simultaneously or schedule processing for another time All of the EzyScript workbooks containing the sheets that you want to process need to be open before you select the Batch function Select the Batch function Process Multiple EzyScript Sheets gt BookLxisx Excel HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW EZYSCRIPT GLSU a S azro BSOeOes Batch ifnport Create Recordings Template Check Play Create Design Settings Disable About Z Option a Script sheet x Query sheet add in EzyScript Support Script Query Opt
43. the SAP User ID of the Standard User but be sure to NOT check the Premium User checkbox Click OK and they are now registered as a Standard User in the SAP system You may need to re login to your SAP system to complete the update Z Option Inc Page 9 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Anastasia Zaruba s Options System Options a Manage License Manage l HALEPASEAI Jim Halepaska Cancel On the Manage License tab there is a checkbox where you can also set the Standard Users to conveniently automatically self register as soon as they connect and log in to the appropriate SAP system using EzyScript functions The Standard Users will be able to auto register this way until all the standard seats for the license are filled User s Options System Options Manage Users Registration Code Click here to open Z Option support site in web browser Licensed Used Premium user count e Is Sandor user count Expires 12 31 2022 Z Option Inc Page 10 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL ll SCRIPT Sheets Introduction This section covers the EzyScriot SCRIPT Sheet functionality To upload data from Excel users simply record the path through an SAP Transaction telling EzyScriot which screens to go to and which fields to populate This analysis is then mapped to the user s soreadsheef data is populated in the soreadsheet
44. tware package as Administrator so add in can be fully registered After the EzyScript SAP transport has been properly installed on your SAP system and the Add in installed on the local PC access the EzyScript add in ribbon menu from within MS Excel Premium user functions are accessed from within the EzyScript Ribbon menu Settings License options tab Z Option Inc Page 4 of 59 Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL User s Options System Options License Manage License Manage Users Registration Code Click here to open Z Option support site in web browse Licensed Used gt e Premium user count N Standard user count Expires J v Automatically register new users up to licensed maximum Comes from SAP Getting Started To get started the Premium User s need to do the following tasks in order presented 1 Unlock the EzyScript license This step tells your copy of EzyScriot how many seats have been purchased by your company 2 Register the Premium Users You will need to name at least one premium user before anyone can interact with SAP using EzyScript 3 Maintain the Standard Users You can either have EzyScript auto register the standard users or you can name them manually Step 1 Unlock the EzyScript License Open Excel go to the EzyScriot menu tab on the Ribbon Click Settings License Booki Excel INSERT PAGE LAYOUT F
45. wnloading SAP Data e Moving Copying and Scheduling work Preparation Pre Requisites Before you can begin using this guide you must understand how to set up an EzyScript workbook You must also have the EzyScript SAP components properly installed on your SAP system Understand the EzyScript QUERY Sheet Structure EzyScript Ribbon Menu QUERY Menu Group E b gt BookLxisx Excel HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW EZYSCRIPT GLSU amp A SBS POOe24 Recordings Create Design Fetch Seftings Disable About Z Option Query sheet add in EzyScript Support Help amp Support Batch Import Create Data Script sheet Workbook Script Query Options Page 42 of 59 Z Option Inc Last Updated 14 Nov 2014 1411141620 EzyScript TRANSACTION SCRIPTING TOOL Enabling Fields Columns A to C HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW EZYSCRIPT GLSU Sign in a s amp j s W atch Import Create Recodiings Create Design Fetch Settings Disable About Z Option Data Script sheet Query sheet add in EzyScript Support Query Ophons Help amp Support Busiress Genera Ledgeri Ares Currency ARS BSEG ARS BSEG ARS ae BKPF BSEG 18000000032 2002 75004 17000 Busness BSEG 7500 7000 ARS BSEG 7500 ARS BKPF BSEG 1900000000 2002 7500 ARS BSEG 7500 BSEG 1500 Script 1 Query 1 Action This field allows you to specify the Query Sheet that you Type want To use Each Query Sheet on a R
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