User Manual EzyScript
Contents
1. A E Enterprise Portal URL Client User _ Password Language he Connect to SAP System pop up window Click on the appropriate SAP system Type in your User Access Data Press the Enter key or click on the OK button automatically be directed to the starting screen of the SAP Transaction selected in this case SUO1 Z Option Inc EzyScript Page 18 of 59 Last Updated 21 Aug 2015 1508212144 Begin Screen Recording 18 C00 CHH 20a8 fH OB User Maintenance Initial Screen D02 amp ATAA SU01 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 E qB G cne anaa mA OB User Maintenance Initial Screen Ae all ee Tj TEST109 SU01 1 Enter the User data then 2 Click the COPY button Z Option Inc EzyScript Page 19 of 59 Last Updated 21 Aug 2015 1508212144 TEST2222C Next SAP screen for this recording Maintain User J Licence Data References Aenean assisia 4 After you have entered data into all the required fields click on the Save or Post button finish the required data entry Z Option Inc EzyScript Page 20 of 59 Last Updated 21 Aug2. gt BookLxlsx Excel HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW EZYSCRIPT GLSU gt 8 3o agoz nport Create Recordings Template Check Play Create Design Settings Disable About Z Option ata Script sheet X Query sheet add in EzyScript Support Script Query Options 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 EzyScript Workbook that you currently have open in Excel Z Option Inc EzyScript Page 36 of 59 Last Updated 21 Aug 2015 1508212144 Maintain and Execute Batch Processi m Select all entries F Select all worksheets E Select all Imports Ada Worksheet 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 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 EzyScript Page 37 of 59 Last Updated 21 Aug 2015 1508212144 Z Option Inc P Other Description g Functions Add Row Allows you to add sheets to the processing list Delete Allow
3. Page 30 of 59 Last Updated 21 Aug 2015 1508212144 Hide Columns Rows Copy Paste Mpccunedt eae Reference document text number Correspor aste Special Paste Special long te Posting date Fiscal period Currency key Exchange rate Insert Delete ter WBS element Jurisdiction Clear Contents Eormat Cells Column Width 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 Ye Reply with Changes End Review i 4 Upload 2 validate a Mule Value e De i ia SS Document HEADER GLLHL Messages Number mandatory wal Document type Company code Calculate tax Document mandatory mandatory mandatory docume u a e m u GLLHL Amount GLLLI GLLLI U v oo So e N ha GLLLI h TE h i h a E E N N v an Tr Ba 7 J 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 for
4. CCM BTC gt Data Transfer gt Data Transfer Methods gt Data Transfer Overview of Batch Input gt The Transaction Recorder gt Recording For the purpose of recording a transaction with EzyScript scripting the most important of these options are these execution modes 1 Batch Input Mode 2 Non Batch Input Mode Batch Input Mode Z Option Inc EzyScript Page 14 of 59 Last Updated 21 Aug 2015 1508212144 Many of the transactions in SAP are optimized to run in Batch Input Mode This is primarily for performance reasons Batch Inout 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 Inout Mode by default We suggest that you always run your transaction in Batch Input Mode unless you are unable to accomplish your desired results due to differences in screens Non Batch Input Mode Checking the box for Not Batch Input Mode refers to the regular manual dialog mode of 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
5. 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 Z Option Inc EzyScript Page 49 of 59 Last Updated 21 Aug 2015 1508212144 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 running the Query Designer g 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 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 EzyScript 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
6. 23 of 59 Last Updated 21 Aug 2015 1508212144 a J Maintain scripted recordings Script Recording SUOI_CREATEUSERS Create Test Users e z Not Batch Input Mode Transaction code SU01 Start Recording Ignore Warnings C Document number message v Document number argument 7 Auto map C Guru Mode rab pein freon OL ero Reo ave New Test Username USR02 BNAME E EE SETE sincier a Di Password i GPASSwoRD G initpass Confirm Password Gpassworo2 H initpass 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 Z These features are further explained in the Features 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 nex
7. A A EA E AN 47 Reference Other Worksheets cccsccscssscsscsssscssscssesscsscssscsscsscsseessesesescssecsesesssscsaessesesseaseasesesensees 48 Hide Columns ROWS ccssccstcssecasccssicssicasscesscestcavicssscentcentcentcesscendcaat coutcsstcestcnvtcustcesscesdcnai cnsicesicesdsnads 49 Exclude Rows from UDIOGd sisc neciescisecanscanecaescanveagsdanscanacanssanedensdaes conscabadonscanadadisavsdanscabiaabicavsaanecdoes 49 Download data with EzyScript QUeY esssesssessressressresscssscssecssecsseesseesseesseesseessressressressressreseessee 50 Download Data using a Prepared Query Sheet sssssssssesssessssersrseesrsssersrsrrsrsteseseesesessrseseeses 50 LOG ONTO SAP a E Haein Mea vi anes 50 Create ca NEw QUERY SNC Tiiccsscccssscenecesscanscssecensconacenscand cons iieri cand caus cess i i Si i iS 50 Select Create Query Sheet Menu OPTION cc ceeeccsssccsssccsssccsseccessccesscccsseecsssecsseccessecesseeesseecs 50 Schedule Processing ANd Process Multiple Sheets oe ee cecesseseeseesscesceseceeescssecsecseeeecssscseeeeeeens 51l Select the Process Multiple EzyScript Sheets FUNCTION ccc cecccscesscesscesscsssessscesscesscesseesseesees 5 Select the Worksheets to DE Processed ou eesscessessseessessseeseesssessecsseceseceseenseessseeseeeseesseenseenseeesees 52 EATER KEY DO Orsenna aE AE AAE E EEAS AEA 53 Check Processing Details and Make Changes if Required ssssssssssessssessssessssesssesessesesese 54 Execute Processing Immed
8. Batch Input 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 EzyScript 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 from the EzyScript menu e Step 2 Use an EzyScript 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 to 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 EzyScript Page 15 of 59 Last Updated 21 Aug 2015 1508212144 No Scripts or recordings exist as standard in EzyScript In order to use the EzyScript SCR
9. E EA NEA 13 Key Value Fields Columns E tO ss ssssssessssesessesessesessesesrsnesessesesesesresesresrsesesesnesesseseseeneseesesesreses 13 Understanding SCRIPT Recording amp Execution Options eessessssessesesessssesesesesesessesesresrsresessse 14 Build Your SCRIPT SNEG ecscoigiei aniio aarin e EEEE e N ENNEA 15 Step 1 Create A new Script Rec rding cee cescesscessessseesscssscsssesseeessesssesseesseeeseesseesseesseenseensees 15 Step 2 Use an EZyScript Scripted Template eee cecccessecessecesscccsssecessecessecesseecsssecessecessecessseesseees 25 Built In Features and Functionality cee ceeccessccsssccessccesscccsscecsscecsssccessccessecesssecsseecsssecessecesseeesseees 29 Schedule Processing and Process Multiple Sheets 0 ee ceccscessessesscescesecsseescsseesecseeeecessesseeeeeees 36 Select the Batch function Process Multiple EzyScript Sheets oo ccc ccsccscesscessecsscesseesseesseesees 36 Select the Worksheets t0 be Processed ois ects disiisielveiesdisiieedteied decieeteadis di Aesissinaeeess 37 Execute Processing Immediately or Select Schedule PrOCESSING cccccessessessesseeseesseseeeeeees 39 Kore Koato SAP sssssscassessvesssc excadeaaccissazovesdacuencksaahaccydacenscaseaivacagacenscnsasna sis vadvecenaienesussaacossavicuavensetionsaeds 40 Enter Scheduling DetadilS vis ccssscesscsdsaisvcndacanesnssskavesdacanssasvaioccapacentendsaieveysadeysengseneves saaageenstdaavensataonsenes 41 III QUERY SNEEtS i ssisisnisa
10. 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 Anew QUERY Sheet called Query 2 will be created Z Option Inc EzyScript Page 50 of 59 Last Updated 21 Aug 2015 1508212144 You are now ready to populate the new QUERY Sheet using a configured Query Z 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 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 EzyScript 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 alll the sheets within the EzyScript Workbooks that you currently have open in Excel Z Option Inc EzyScript Page 51 of 59 Last Updated 21 Aug 2015 1508212144 Select the Worksheets to be Processed Process Multiple EzySol
11. linear selection of a single material number or range or material numbers 9 To create a SQL Type query on an attribute highlight the attribute in the Query Builder Drop Down Menu Z Option Inc EzyScript Page 46 of 59 Last Updated 21 Aug 2015 1508212144 u Key Fields Z Option Inc 10 Select the Unit of Measure For example EQ Enter the value you want to restrict the query to For example LAND1 Country Key EQ equals AU 11 Enter Count The Count will limit the number of records being Reader For example 10 Configure Table Reader Actions Stream Table Reader Action Lrat Venoors SAP TableNeme Fat Vendor Master General Section Fields 1 I LFAt Vendor Master General Section ERS iw PY Misc 1 Miscellaneous Fields Account Number Of Vendor Or Creditor cS K Vendor Account Group amp L Name 1 M Name 2 N Name 3 Nameg P icity a Key Field Data Selection a insert new rows here Ui save J O ano n j C LANDI Key Cs 5 ok Country Wl Seve as Ea x o EON X peste Au KALS p Limit selection to this many records leave blank for all 7 poe 12 Select Save Follow the steps above to modify an existing Action Type Select the Action 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 Functio
12. 2015 1508212144 yt Maintain User Y BH Licence Data References User Maintenance Initial Screen Davita msza G 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 i Z Option Inc EzyScript Page 21 of 59 Last Updated 21 Aug 2015 1508212144 User Maintenance Initial Scree Awa Rm AL 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 EzyScript Page 22 of 59 Last Updated 21 Aug 2015 1508212144 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 ir Maintain scripted recordings C Tetises uw 25 Not Batch Input Mode Vaan cots Ignore Warnings Document number message v Document number argument Auto map C Guru Mode usonan e O OO OOO e From usemame L usorename E O O OOO O o Password G_PASSWORD1 initpass Confirm Password G_PASSWORD2 H initpass Save new scripted recording T SUOLCREATEUSE T SUOLDELETE3 TG SUOLDELETENEW TG SUOLDELETENEW2 TG SUO1DELETEUSERS Z Option Inc EzyScript Page
13. 21 Aug 2015 1508212144 Execute Processing Immediately or Select Schedule Processing Process Multiple EzySolutions Worksheets Sheet Name Last Processed O Select All F Select All Downloads M Select All Uploads Add Row Schedule On the Process Multiple EzyScript Worksheets pop up window 1 To process immediately click on the Execute button OR 2 To schedule processing for a later date click on the Schedule button If you have not logged on to SAP you will need to logonto Goto 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 EzyScript Page 56 of 59 Last Updated 21 Aug 2015 1508212144 Z Option Inc 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 Worksheets pop up window will be updated If you selected to Schedule the Schedule Processing pop up window will be displayed EzyScript Page 57 of 59 Last Updated 21 Aug 2015 1508212144 Enter Scheduling Details Schedule Item Type a name for t
14. 4 of 59 Last Updated 21 Aug 2015 1508212144 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 KSO1 Create Cost Center Script 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 MMO02 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 EzyScript Page 35 of 59 Last Updated 21 Aug 2015 1508212144 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
15. All F Select All Downloads M Select All Uploads Add Row 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 For each 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 functions on the pop up window if required Z Option Inc EzyScript Page 54 of 59 Last Updated 21 Aug 2015 1508212144 Z Option Inc Other Functions Description Z 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 from 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 EzyScript Page 55 of 59 Last Updated
16. ERS Documents 250 2 Items per document Apply 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 Z Option Inc EzyScript Page 25 of 59 Last Updated 21 Aug 2015 1508212144 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 G2 SBHS55 380002 Batch Import Create Recordings Template Check Play Create Design Settings Disable About Z Option Data Script sheet Query sheet add in EzyScript Support Help amp Support Workbook Script I Query Options SU01_CREATEUSERS 6 SU01_CREATEUSERS 7 SU01_CREATEUSERS 8 SU01_CREATEUSERS 9 SU01_CREATEUSERS 10 SU01_CREATEUSERS 11 SU01_CREATEUSERS aa mna eneatrriterne e x KKK x Xx x New Template waiting for data to be entered Enter the Required Data Sh panogo ROO Z KE C ix Batch Import Create Recordings Template Check Play Create Design Settings Disable About Z Option Data Script sheet Query sheet add in EzyScript Support Workbook Options _ _Help amp Support _ r Test01 temppass temppass est0998 Test01 temppass temppass lest0997 Test01 temppass temppass jest0996 Te
17. IPT 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 MMO 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 E b amp gt BookL xlsx Excel HOME IN AYOUT FORMULAS DATA REVIEW VIEW EZYSCRIPT GLSU a ES a g OOOO Batch Import pmplate Check Play Create Design Settings Disable About Z Option Data Script se X Query sheet 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 Transaction 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 Configu
18. 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 Downloading 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 a k z BookLxisx Excel HOME INSERT PAGELAYOUT FORMULAS _ DATA REVIEW VIEW EZYSCRIPT GLSU 22 3 5 0 e is B Z Batch Import Create Recordings Create Design Fetch Seftings Disable About Z Option Data Script sheet Query sheet add in EzyScript Support Workbook Script Query Options Help amp Support Z Option Inc EzyScript Page 42 of 59 Last Updated 21 Aug 2015 1508212144 Enabling Fields Columns A to C HOME INSERT PAGE LAYOUT mma S Create Create Script sheet atch Import Data Recofdings 7000 FORMULAS Design Fetch Settings Disable Query sheet Query DATA REVIEW VIEW EZYSCRIPT e 020 2 About Z Option EzyScript Support Help amp Support GLSU add in Options Business Area Company General Ledger Currency BKPF BSEG BSEG BSEG BKPF BSEG 7500 BSEG BSEG BKPF BSEG 7500 BSEG BSEG Script 1 Query 2 Query 1 Action Type Table Nam
19. Version 1 4 EzyScript Master Repetitive Tasks Using Excel z My User Manual 417 Oa mane ad Lewisville Te ae EzyScript SAP Transaction WWW ZOpTION cCOM wr7ess721s Scripting amp Table Querying Tool fax 972 315 8804 User Manual version 1 4a Z Option Inc EzyScript Page 1 of 59 Last Updated 21 Aug 2015 1508212144 Table of Contents l Getting Started for Premium Users ccsssssseececcccceessssssneececececesssssssneceeeeeeeeeeees 4 WM OA STO leas accuses A A E A E A AT A E E E ice 4 Gening o eiaa AAAA EEA ARAE EA ARA 5 Step 1 Unlock the EzyScript LICENSE ss ccsccciccsscessccbecieccsscesacduccesandedcessadbacieadescedecdscnedendedcesaadscactabeacdds 5 Step 2 Register a Premiun USGT i cesscdece8scties dhlscPaceiacdiesahlscPiseds stan dhlecVacsbacthesablecPasstactbesdbleaPasxdectivaseieuhs 9 Step 3 Maintain Standard USefS sssesssessressressressesssesseesseessressressressressressressresersneesseesseesseesseessreserese 9 Il SCRIPT ST 0 incese oeae aiea ee dutch entak occ dared aea e tanga aaea eaa ee Seea 11 aniele C HOM EEA E E E E dian teedider stents tients 11 CENO WNE essnee aree or E E ES E E E ca 11 DM I A AT TEE ET TAT 11 PHECGMON esee aa E EN NNN EAN N 11 Understand the EzyScript SCRIPT Sheet SHUCHUG essesssessssesssressesssesssessressresnresnressresresrrssrresrresee 12 Endbling Fields Columns ATO C eucerus ainera E E NENESE 12 User Defined Field Colimn D ereinen aa AA
20. age 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 EzyScript Page 12 of 59 Last Updated 21 Aug 2015 1508212144 User Defined Field Column D Se nainhsaenecwOo sz Batch Import Create Recordings Template Check Play Create Design Settings Disconnect Disable About Z Option Data Script sheet ne Query sheet add in EzyScript Support ___ Workbook Script 5 Query Options _ Help amp Support D14 Q fl 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 fee fo S Z 7 ae cc Es Z s53 Batch Import Create Recordings Template Check Play Create Design Settings Disconnect Disable About Z Option Data Script sheet Query sheet add in EzyScript Support Workbook Script Query l Options Help amp Support E14 MS fl A Oone WIN e Columns E to of the Script Sheet represent the Fields in SAP into which data is being entered Each active Column of Exce
21. dated 21 Aug 2015 1508212144 User s Options System Options License Manage License Manage Users Regiftration Code Click here to open Z Option support site in web browser Licensed Used Premium user count B Standard user count 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 EzyScript 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 EzyScript menu tab on the Ribbon Click Settings License Bookl Excel PAGE LAYOUT FORMULAS DATA REVIEW VIEW _ EZYSCRIPT Help amp Support Z Option Inc EzyScript Page 5 of 59 Last Updated 21 Aug 2015 1508212144 User s Options System Optio V 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 lice
22. e Z Option Inc 1800000003 1900000000 EzyScript 20027500 7500 7500 7000 7000 ARS ARS ARS 2 Business Area GSBER 7000 IA 7000 ARS ARS 200277500 gt 7500 7500 TARS ARS ARS 1000 1000 20027500 7500 7500 This field allows you to specify the Query Sheet that you want to use Each Query on a Query Sheet allows communication with different functions in SAP Displays the SAP Table Name that data is being read from 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 Page 43 of 59 Last Updated 21 Aug 2015 1508212144 Key Values Columns to i Aria 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 Query Sheet For EzyScript to be able to communicate with SAP you must prepare the Query Sheet by creati
23. er is finished working with the usual sheet they need only change to the EzyScript template and use the Play function The same process can work in reverse to populate an existing spreadsheet from an EzyScript one EzyScript Page 48 of 59 Last Updated 21 Aug 2015 1508212144 Hide Columns Rows n 4 Upload 2 Validate a Multiple Ate x x Document header Reference document Posting date Fiscal period Currency key Exchange rate ta ETEEN Correspor long te Insert Jurisdiction center WBS element Delete Clear Contents Eormat Cells Column Width 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 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 Z Actuals Interface Type Direction 3 Document HEADER GLLHL Messages Humber mandatory 3 9 S Document type Company code Calculate tax Document i mandatory mandatory mandatory docume GLLHLS uU Posting key Account Amount 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
24. his task EzyExcel User Apps Planning Perform this task Daily Weekly Monthly One Time Only ee EEE ae 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 E Schedule Item Select the time and date you want this task to start Start time 1 55 32 PM gt Start date 26 03 2010 Ni EEE Back Next Cancel 4 Select the time and date for the selected sheets to be processed 5 Click on Next Z Option Inc EzyScript Page 58 of 59 Last Updated 21 Aug 2015 1508212144 E Schedule Item Enter the name and password of a user The task will be run as if t were started by that user Enter the user name Enter the password Confirm password Ifa password is not entered scheduled tasks might not run EE Back Next Cancel Tip e g 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 t
25. iate SAP system using EzyScript functions The Standard Users will be able to auto register this way uniil all the standard seats for the license are filled User s Options Manage License _ Manage Users Registration Code ERVBL MU8UP SEL64 YZYEY 3BMXV PHYL35 Click here to open Z Option support site in web browser System Options Licensed Used Premium user count 6 5 Standard user count i a V Automatically register new users up to licensed maximum z Z Option Inc EzyScript Page 10 of 59 Last Updated 21 Aug 2015 1508212144 ll SCRIPT Sheets Introduction This section covers the EzyScript SCRIPT Sheet functionality To upload data from Excel users simply record the path through an SAP Transaction telling EzyScript which screens to go to and which fields to populate This analysis is then mapped to the user s soreadsheet data is populated in the soreadsheet 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 Understand
26. iately or Select Schedule Processing s ssssssessesesssseseeseseesesee 56 Koleka 1M SETE a T E E E E A E I cuatsssidnadeny s 57 Enter Scheduling Details siscssictscctecaiercescauaccasechvcaveccesscanesiecsanvaesseaaccaavenacasstebevenevasaaenstvecaaveasatearessns 58 Z Option Inc EzyScript Page 3 of 59 Last Updated 21 Aug 2015 1508212144 I 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 software 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 gt Settings License options tab Z Option Inc EzyScript Page 4 of 59 Last Up
27. ing 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 EzyScript Page 11 of 59 Last Updated 21 Aug 2015 1508212144 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 S2 BE355 580 z ba He w x w Batch Import Create Recordings Template Check Play Create Design Settings Disconnect Disable About Z Option Data Script sheet Query sheet add in EzyScript Support Workbook Script Query Options Help amp Support A18 ri Columns A to C of the Script Sheet are the Enabling Fields Column Heading Description Script ID This field allows you to specify the recorded Script ID that you want to use Each Script ID on a SCRIPT Sheet allows communication with different functions in SAP Process Flag An X in this column indicates that the Script should run using the data entered into the columns on THIS row X Perform recorded functions on this line of data 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 mess
28. l represents a field in SAP for data entry The fields to be populated will be determined by the Script recording specified in Column A Z Option Inc EzyScript Page 13 of 59 Last Updated 21 Aug 2015 1508212144 Understanding SCRIPT Recording amp Execution Options When you record a transaction using the EzyScript SCRIPT function there are multiple Recording options available to you Clicking on the cogwheel icon in the Script Recording form opens a subset of Recording Options that are identical to the parameters presented if you were using transaction SHDB inside SAP r Maintain scripted recordings Script Recording New Script w Z Transaction code ZGLSU Start Recording Ignore Warnings Document number message Document number argument MV Auto map M Guru Mode Enabled Screen Description Ke a fx amp C2 Constant Recorded Value Revert Changes wy Recording Options Check authority g Update mode Synchronous v CATT mode Without individual screen control v Continue after commit g Not a Batch Input session Simulate background mode Cancel For detailed information about these parameters please see the SAP s documentation available online at SAP Help Portal gt Financial Management gt SAP Strategic Enterprise Management gt Background Processing gt Programming with the Background Processing System BC
29. mulas 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 Z Option Inc EzyScript Page 31 of 59 Last Updated 21 Aug 2015 1508212144 Enter Formulas A formula in the context of EzyScript can refer to a value whether mathematical or otherwise that can be set for a given field in a spreadsheet To insert a formula for a given field 1 Select the fx field of the attribute row 2 Inthe formula window enter the formula mathematical or not that should pre 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 FQ Maintain scripted recordings Script Recording SUD1_CREATEUSERS 7 Create Test Users w z Not Batch Input Mode Tansseioneode su Ignore Warnings E Document number message Document number argument X Manap Guru Mode ae oem freonen O Ax eoon Reo ate New Test Username USR02 BNAME E From Username Password initpass Confirm Password initpass LJ On the Maintain Scripted Recordings screen SS 1 Un check the fields in the row you wish to disable The field will no longer be shown when the Ez
30. n 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 Worksheets pop up window will be updated If you selected to Schedule the Schedule Processing pop up window will be displayed Z Option Inc EzyScript Page 40 of 59 Last Updated 21 Aug 2015 1508212144 Z Option Inc Enter Scheduling Details ou gO On the Schedule Item pop up window 1 2 3 Tip Type a name for the scheduling task Define how often you want the selected sheets processed Click on Next Select the time and date for the selected sheets to be processed Click on Next This screen needs to be completed by the person who has administrative rights to the PC you are using 6 7 Type the user name and password for the PC Click on Next The job has been scheduled and following message will be displayed EzyScript Page 41 of 59 Last Updated 21 Aug 2015 1508212144 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 e e Data conversion from Legacy systems e Automate repetitive tasks in SAP e Assist with the synchronization of data between SAP Systems e g DEV TST PRD Getting
31. nality E Configure Table Reader Actions Table Reader LFA w VENDORS ET Vendor Master General Section C Retresh Table E H LFA1 Vendor Master General Section a a amp I MSC Miscellaneous Fields m LANDI Ei U A xX Ca save And aw _ g aL seve as 3 A X delete ih 4 C e EzyScript Page 47 of 59 Last Updated 21 Aug 2015 1508212144 Z Option Inc 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 n 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 e Maintain use of your existing spreadsheets e Reduce training time e Roll out worksheets from a central super user e 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 EzyScript 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 spreadsheet When a us
32. ng Reader Action Types You must have already created an EzyScript 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 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 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 EzyScript Page 44 of 59 Last Updated 21 Aug 2015 1508212144 Z Option Inc amp Microsoft Excel General Tools Reader SSS ce 2 Action Table 3 Type Name EKPO EKPO EKPO EKPO EKPO EKPO Create Read Table Batch Processing Copy EzySolutions Data Import non EzySolutions Data Options 2 Switch SAP System 4500000205 4500000205 Help and Support About EzySolutions Disable EzySolutions for SAP Debugging On an Reader Sheet such as Reader 1 select the following men
33. nse Registration Code details in Excel Default 0G Z Option ZD1 O00 Lh 1 SO Z Option ZD3 00 2681 52 03 1 Z Option ZD5 000168 1 54 05 4 ui Enterprise Portal URL Client 800 User Password Language len English Z Option Inc EzyScript Page 6 of 59 Last Updated 21 Aug 2015 1508212144 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 is ls Standard user count cove 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 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 http 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 compan
34. o add this task to your Windows schedule lt tc Z Option Inc EzyScript Page 59 of 59 Last Updated 21 Aug 2015 1508212144
35. r SAP system and complete your Product Registration and License Unlock Z Option Inc EzyScript Page 8 of 59 Last Updated 21 Aug 2015 1508212144 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 License Manage License Manage Users Premium User UserID ZARUBAA a Step 3 Maintain Standard Users While in the EzyScript Settings License screen click on the Manage Users tab Similarly manually enter 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 EzyScript Page 9 of 59 Last Updated 21 Aug 2015 1508212144 T Exscipt Options Anastasia Zaruba s Options System Options Manage License 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 appropr
36. re the Script Actions Z Option Inc EzyScript Page 16 of 59 Last Updated 21 Aug 2015 1508212144 Script Recording placeholder description wr E Not Batch Input Mode Transaction code su01 Start Recording E Ignore Warnings Document number message Document number argument X sp V Guru Mode Enable Screen Description Field Name K y gl fx H Q Constant Recorded Value Save As elet Revert Changes Doe 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 Z Option Inc EzyScript Page 17 of 59 Last Updated 21 Aug 2015 1508212144 Log on to SAP Ont 1 2 3 EzyScript will now connect to your SAP system to begin the screen recording You will Connection Group Server System No Message Serv Default Z Option ZD1 00 168 1 SO i Z Option ZD3 000268 1 SZ 03 E g 5 ZOption z04 0000068 ql f BG Z Option ZD5 _ 000168 1 54 05 lt u
37. s 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 from 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 EzyScript Page 38 of 59 Last Updated 21 Aug 2015 1508212144 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 To schedule 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 EzyScript Page 39 of 59 Last Updated 21 Aug 2015 1508212144 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 butto
38. siesssnsiiiseeseesissssoessenseesosa sisena kesesa sasies is ioes san ieas sassen 42 Tai koko 6 lea 0 Nenen nnna E E AN E A eerie A A E E A EN 42 GeHINO IAE i NN E ee ea eee 42 ON CIVIGW n EE a AE AE E EEE EE A EAE A ER 42 Preparato eters oi oer m n ina i EE EEA E an nE AnS A AEn aS s aain a oE 42 Understand the EzyScript QUERY Sheet StrUCtUreE ssesssssssssssesssesssessessressresnresnressressresrresrreserssee 42 EzyScript RIDDON Menu QUERY Menu Group n s sessssssessssessssessssesissesissesesseresseestsnesesresesrenesesneses 42 Enabling Fields Columns A to C seesesessesessesessesessesesoesesessesessesessesesoesesoesrsesesessesesoesesoesesossesesreses 43 Key Values Col mns O srs s svaxessceviasedatsaatssessisencassvasecsesnaysjasseasssesveiosiatecanedas eigsessiasicacdensstasaniens 44 Build Your Quen SREE Terea o EOE EE anand 44 C ntigure Query SNEETS oessoed nininini oneer Tin a ria OCETA NES Eea sv dedvadabaxsouissdeavesveedees 44 Select the Configure Table Reade sesnesessesessesessesesrssesesresesrestssesesoenesesnesesresesresesesesossesesreses 44 Z Option Inc EzyScript Page 2 of 59 Last Updated 21 Aug 2015 1508212144 Configure Table Reader ACTIONS cccescessssssssesseescssceseessesscesseseesssescsaseseeseescsseessessseaseasesseeseeaees 46 Built In Features and Functionality ccc cecesccessccessecessecesssccessecessecessecessecessecesssecessecessecessecesseeeeseees 47 AENA TEE E EAA AA EE T A A T A
39. st01 temppass temppass SU01_CREATEUSERS SU01_CREATEUSERS SU01_CREATEUSERS 8 SU01_CREATEUSERS 1 2 3 1 5 6 T 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 You can change the headings of these columns to make them more 7 meaningful or insert heading rows throughout the Script sheet Z Option Inc EzyScript Page 26 of 59 Last Updated 21 Aug 2015 1508212144 LAYOUT FORMULAS Workboot Sopt 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 E Language clear to follow Excel language Show System Details Check the box for Add auto comments to enable hovertext Field details 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 Z Option Inc EzyScript Page 27 of 59 Last Updated 21 Aug 2015 1508212144 Add Another Script ID to the same sheet optional O To add another Scrip
40. t ID to the same SCRIPT sheet 1 Select the following menu options e EzyScript Ribbon e Click the Template button On the Load Worksheet from Script pop up window specify the following fields e Script Recording ID e Line Item Count Document Count Press the Enter key or click on the Apply button 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 SCRIPT Sheet is now ready for you to enter the data you want to use Repeat Step 3 until you have added all the Scripted Recordings you need The Z Option Inc EzyScript Page 28 of 59 Last Updated 21 Aug 2015 1508212144 Enter Required Data N L ie M J K Value 04 Value 08 Value 05 Value 06 Value 07 Value 03 Value 01 Value 02 Soo i hod x x x x Controlling area Cost center Valid from date Valid to date Pescremee Cost Controlling area General Name Descriptio per Center 1000 GEOFF104 5 17 2007 12 31 2099 1000 GEOFF UPLOADR GE 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 yo
41. t 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 Z Option Inc EzyScript Page 24 of 59 Last Updated 21 Aug 2015 1508212144 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 spreadsheet 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 FORMULAS DATA REVIEW VIEW EZYSCRIPT GLSU S6BSEHWoO O22 HOME INSERT PAG Sli 3 B Batch Import Create 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 m icon on the EzyScript toolbar Add the First Script ID 7 Load worksheet from Script esm Script Recording SU01_CREATEUS
42. u have entered all the mandatory data your spreadsheet 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 Configure Uploader Action KSO1 Create Cost Centre Mode BATCH Batch Mode X Transaction Code KSOT O Returns Numbered Document Recorded Fields Screen Field Description Consta A M Oa 0 E E RUN m CSaveAs _ As i eee E i IM Mandatory G Formula Key Field Screen OK Code Disabled Line tem Field 4 Return Field 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 mandatory Z Option Inc EzyScript Page 29 of 59 Last Updated 21 Aug 2015 1508212144 Z Option Inc s Action Interface Type Direction amengan 4 g amp Value 11 c Jple FIG K Messages L Value 01 Value 02 Value 03 Value 04 Value 05 Value 06 Value 07 Value 08 Value ps a a E e S x hd il A a E 4 YControlling Area Cost Center Valid From Date Valid To Date Template Cost datory Name Of The 5 Valid From vae Valid To mandatory Center Jest nee oat Are The selected mandatory fields will be color coded when the Action Type is loaded into a spreadsheet EzyScript
43. u options e 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 EzyScript Page 45 of 59 Last Updated 21 Aug 2015 1508212144 Configure Table Reader Actions E Configure Table Reader Actions Stream Table Reader Limit selection to this many records leave blank for all 9 Done 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 LFA Vendors 7 Select the SAP Table you want to download data from For example LFA1 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 Configure Table Reader Actions a EADER Table Reader ox voors ble Name LFA Vendor Master General Section C Retresh Table i GY MSc Miscellaneous Fields 8 8 8 7 Reader allows you to build basic SQL type queries to enable you fo restrict or make the data more specific as part of the download For example a
44. utions Worksheets Sheet Name Last Processed O Select All F Select All Downloads M Select All Uploads Add Row Schedule On the Process Multiple EzyScript 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 EzyScript Page 52 of 59 Last Updated 21 Aug 2015 1508212144 Z Option Inc Enter Key Data m 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 EzyScriot 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 EzyScript Page 53 of 59 Last Updated 21 Aug 2015 1508212144 Check Processing Details and Make Changes if Required Process Multiple EzySolutions Worksheets Sheet Name Last Processed O Select
45. y 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 EzyScript Page 7 of 59 Last Updated 21 Aug 2015 1508212144 their Premium Users per the Software License Agreement signed by your principals All resolutions and communication must be performed through a Premium User This helps 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 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 Manage License Manage Users Registration Code ERVBL MUSUP SEL64 Y ZYEY 3BMXV PHYL35 Click here to open Z Option support site in web browser Licensed Used Premium user count is Standard user count pos Save License Automatically register new users up to licensed maximum Cancel Click the Save License button to save your License Code into you
46. yScript Template is loaded into a Script Sheet Return Field Z Option Inc EzyScript Page 32 of 59 Last Updated 21 Aug 2015 1508212144 On the Maintain Scripted Recordings screen 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 EzyScript Page 33 of 59 Last Updated 21 Aug 2015 1508212144 Reference Other Worksheets Z Option Inc 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 spreadsheets 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 For example in Script 1 of a blank EzyScript workbook the equation Actual 2 1B8 Plan 1 B 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 spreadsheet 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 spreadsheet from an EzyScript one EzyScript Page 3
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