Z Option Inc. - EzyScript Manual
Contents
1. The Scripted Recording Is saved in the workbook and will now be available to load as template 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 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 Guru Mode Saved Script viewed WITHOUT Guru Mode box is unchecked T Maintain scripted recordings Script Recording SUO1CREATEO1 SU01 Create Test Users wr z Transaction code SU01 EE Start Recording C Ignore Warnings C Document number message Document number argument vi Auto map Enabled Description Field Ax E Constant Recorded Value User maintenance Initial screen User Name In User Master Record USRO2 BNAME Test555 Dialog box Copy user From USRO1 BNAME CURTINT Interface to input user attributes using tabs G_PASSWORD1 G_PASSWORD1 initpass G_PASSWORD2 G_PASSWORD2 initpass User maintenance Initial screen iv v v T Same Saved Script viewed with Guru Mode active T Maintain scripted recordings Script Recording SUO1CREATEO1 SU01 Create Test Users wr z Transaction code SU01 EE Start Recording C Ignore Warnings C Document number message Document number argument YW A2. amp Execution Options When you record a transaction using the SCRIPT functions there are multiple Recording options available to you Clicking on the cogwheel icon Q 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 L Scnpt Recording Transachon code iZGL Su E ignore Warnings O Document number message W Aut W Guru Mode Enabled Screen Descnption Sawe A New Script Fi Maintain scripted recordings 5 x ord Start Recording Field kew fx i Ci Constan Recorded Value Revert Changes Done Recording Options Check authority MM Update mode Synchronous v CATT mode Without individual screen control Continue after commit C Not a Batch Input session Simulate background mode For detailed information about these parameters please see SAP s own documentation available online at the SAP Help Portal http help sap com At the time this document was produced the navigation to the pertinent information was thus SAP Help Portal gt Financial Management gt SAP Strategic Enterprise Management gt Background Processing gt Programming with the Background Processing System BC CCM BTC gt Data Transfer gt Data Transfer Methods gt Data Transfer Overview of Batch Input gt The Transaction Recorder gt Recording Page 32 For the purpose of recording a
3. Create Besign Settings Disconnect Disable About Z Option ort Create Data Saript cheat 7 Oper sheet add in ExySonpt Support Workbook Script Query Options Helo amp Sugpo D an Be w Ne Column 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 2 gt 35035 80wO O02 Batch Import Create Recordings Template Che Fisy Create Design Settings Disconnect Disable About Z Option Data pt sheet T very sheet add in ExySaript Support Wiwikthook Script Chery pbs Help amp Support EH J om Ul amp W h i ja 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 The fields to be populated will oe determined by the Script recording specified in Column A 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 initialized an EzyScriot Workbook
4. Page 12 SCRIPT Buttons These icons allow you to author and run scripted procedures DATA REVIEW VIEW DEVELOPER EF SCRIPT GLSU BSEocwrw dez2a Create Design Settings Disconnect Disable About Z Option Query sheet add in EzyScript Support Script Query Options Help amp Support Create Recordings Template Check Play Script sheet i Po pm Ue E A aS Connected to SAF tem A7 Toation Int ZOS ERPOS ECC 6 0 Create Script Creates and formats a new blank Script sheet in a workbook Initialized Sheet for EzyScript A new Script sheet must be added using the Create Script Sheet button The Create Script Sheet function will not overwrite any non blank sheets The new worksheet will be added alongside the existing ones Create new Script recordings or edit or copy existing Script recordings Template Prepare a Script sheet for data entry for a specific Script recording YOu must already have a saved Script Recording for this function to work Validates data where possible without actually updating records Executes the Script recording to update SAP with the data entered into the Template Play Modes o Play Nothing No SAPGUI window default Background execution Play Errors only If the Script being executed hits an SAP error it should open a SAPGUI screen where the error occurred Play All screens Visible SAPGUI window during execution step by step playback of the recording requiri
5. ZD4 1 800 Technical Information Screen data Program name Screen number SAPMMO6E 0105 GUI data Program name SAPMMO6E Status BV Field data Struct RMO6E Field name BSTNR Search help MEKK Data element BSTNR DE supplement ia Parameter ID Field description for batch input RMO6GE BSTNR Page 41 Page 42 VI Troubleshooting Getting Help from your Premium Users Standard Users should raise all first level support issues with their Premium Users per the Software License Agreement signed by your principals If there is an issue which requires additional support the Premium user may always open a support ticket but all resolutions and Communication must be performed through a Premium user This helps Z Option keep your maintenance costs below industry averages Using the Z Option Ticket System Z Option uses a web based Support Ticket System which allows our users to notify us if there are questions or problems with the software that need to be resolved Features of the Ticket System are 1 Easy creation of trouble tickets 2 Tracking of open tickets via the user dashboard 3 Automatic paging of Z Option technical support staff when new tickets are created This assures a timely response 4 Upload of backup documents You can attach screenshots of error messages Excel soreadsheets INI files etc to the ticket to fully inform the Z Option techn
6. 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 e Step 2 Use a SCRIPT Template to build a data entry framework e Step 3 Populate the Template framework with data The following example shows the configuration process for a User Maintenance SU01 script recording Example Create New User Maintenance SU01 Template Set up Step 1 Create a new Script Recording Select Recordings on the menu to open the Maintain Scripted Recordings form Page 19 HOME FORMULAS DATA REVIEW VIEW ZYSCRIP GLSU jt SS h fo BSD O rA Batch Import Crea cordings I mplate Check Play Create Settings Disable About Z Option Data Scripts Query sheet add in EzyScript Support Workbook Query Options Help amp Support The Maintain Scripted Recordings form allows you to define the data you want fo process in SAP 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 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 specif
7. details in Excel Connect to SAP System a tt a Z Option Ext ZD2 ERPOS ECC 6 06 Porte i im Api 19 a Z Option Ext ZD3 3 11 pp Sig Sete He a Z Option Ext ZD5 4 7 PS m i Si a Z Option Ext ZD7 ERPO4 ECC 5 0 oe oe th ot a Z Option Ext ZD8 ERPOS ECC 6 0 pE it St Enterprise Portal URL Usernanme Password Web Logon Windows integrated logon Client User Password Language Cancel ch pane ya Het ait Loading license fram SAP py Page 6 Page License details in EzyScript form within Excel EzyScript Options gt Manage Data System Options 2 Manage License h Manage Users Get License Click here to open Z Option support site in web browser Licensed Used Premium user count E Standard user count 20 3 Expires 31 Dec 2020 WI 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 a web browser and go to the Z Option website at http www zoption com Click the link for Support amp Licensing Each Premium User should request a ticket system login ID by navigating the web page menu to Support gt Support amp Licensing gt D
8. 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 gt License options tab Getting Started To get started the Premium User s need to do the following steps in the 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 EzyScriot auto register the standard users or you can name them manually Page 5 Step 1 Unlock the EzyScript License Open Excel go to the EzyScript menu tab on the Ribbon Click Settings gt License Bookl Excel INSERT PAGELAYOUT FORMULAS DATA REVIEW VIEW EZYSCRIPT About Z Option EzyScript Support EzyScript Options 2 AAAANS Options ey e Comments on header rows only COl Remember Play button s last sub function WM Set cell formats based on SAP data type C Automatically upload usage statistics O 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
9. shows the number of Premium and Standard users which have been licensed and how many have been used at your company You may need to exit this screen disconnect from SAP and re login to your SAP system to see the completed update Licensed Used Premium user count Standard user count Expires 31 Dec 2020 Step 2 Register a Premium User While in the EzyScript Settings gt License screen click on the Manage Users tab t EzyScript Options amp License y 2 AAAAA s Options _ gtmiotommmmiais 2 System Options Manage Lice 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 will be entered in ALL CAPS Page 9 Click OK and you are now registered as an EzyScript Premium User in your SAP system You may need to exit this screen disconnect from SAP and re login to your SAP system to see the completed update EzyScript Options license NOTE The FIRST person to perform the Manage Users functions for a given SAP system may get a message User is not authorized Reason Not a valid user code This is expected Click the OK button to go past the pop up and you can then perform the Manage User steps Please wait Fetching premium user unlock code from Z Option support l e Completed Additional Premium Users would be added similarly 0 EzyScript Options Page 10 Step 3 Maintain Standard U
10. the steps above to modify an existing Query Select the Query you wish to modify Add or remove fields and or attach data restrictions on the search Select the Save function to overwrite the existing Query Built In Features and Functionality Key Fields 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 be manually added using the checkboxes to Enable them Download Data using a Prepared Query Sheet You can only download data after running the Query Designer and saving a Query Click on the Fetch icon on the EzyScript toolbar NOTE If you do not see the Fetch button in Query Area of the EzyScript Ribbon it means you are NOT on a Query sheet Select a Query sheet or use the Create Query Sheet button The Select Queries for Execution pop up window appears Create a new QUERY Sheet in an existing EzyScriot Workbook by selecting the Create Query Sheet button A QUERY Sheet is for download purposes only Select a saved Query or multiple Queries click Enter or select OK You will need to log into SAP if you have not already done so The download process will begin Page 39 LFAI VENDORS DE LFA1 Vendors in Germany Maximum numberof records 200 Cancel ac ac ac ac ac ac ac ac Page 40 Tips amp Tricks Some Hints for Design Time Tr
11. E1IDEA BO A 003 1996 1379 1 300000891 Columns B to of the Query Sheet represent the Table or View Fields in SAP from which data is being retrieved Each active Column of Excel represents a field in SAP for data to be pulled The fields to be populated will be determined by the Query ID on the Table specified in Column A Build Your Query Sheet For EzyScript to be able to communicate with SAP you must prepare to use the Query Sheet by creating and saving new Queries You must have already initialized an EzyScript Workbook before you can proceed with this task Run the Query Designer from the EzyScript Menu The Query Designer option allows you to select which data from SAP you want to include in a worksheet The Queries are saved within the workbook for use in the future Once you have saved a Query in a workbook a Standard User can use it to Fetch SAP data in the specified format without making edits to the Query No Query Sheets exist as standard in EzyScript In order to use the Fetch command you must run the Design Query Sheet tool Once this is done the Query Sheet will be saved for future use Select the Design button Page 37 On a Query Sheet such as Query 1 click the Design button The Query Designer form pop up window will be displayed for you to define the data that you want to extract from SAP Query Designer m All records One record Distinct values Search for field Enabled Field Description Revert Change
12. NOTE A screenshot of this About EzyScript pop up is usually critical when diagnosing a support Please include it when opening a trouble ticket Z Option Support Clicking this button opens the Z Option Support amp Ticketing webpage via your default browser http support zoption com See the document section on the Z Option Ticket System for more detailed information about our support ticketing system Page 16 Ill SCRIPT Sheets Introduction This section covers the EzyScript SCRIPT Sheet functionality To upload data trom 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 t 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 e Extract SAP data for use in reports external applications e Data conversion trom Legacy systems e Automate repetitive tasks in SAP e Assist with the synchronization of data between SAP Systems e g DEV TST PRD This document will take you through a number of EzyScript SCRIPT Sheet elements including o Understanding Layout and Terms o Setting Up Templates o Uploading SAP Data o Moving and Copying work Before you can begin using this guide for scripting you should understand how to set up an EzyScriot workbook You must also have the EzyScript SAP components prop
13. Requirements SAP System version 4 7 Enterprise or later All EzyScripot installations are Unicode compliant Transport install package from Z Option User authorizations as needed as listed in the Technical Installation document Minimum PC Requirements e Windows Vista 7 8 or 8 1 32 or 64 bit OS Microsoft Excel 2007 2010 or 2013 32 or 64 bit SAP GUI Currently supported version from SAP Hardware as required by Windows OS version EzyScript supports double byte character sets East Asian Languages e PC Application must be installed as an Administrator Manual Version e This is EzyScriot Manual version 1 4e Page 4 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 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 PC Component The EzyScriot 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 the add in can be fully registered After the EzyScriot SAP transport has been properly
14. Version 1 4 A EzyScript Master Repetitive Tasks Using Excel vex EzyScript User Manual oem SAP Transaction Scripting amp Table 877 653 7215 972 315 8800 Querying Tool fax 972 315 8804 Page 2 Table of Contents I Getting Started for Premium USels cccssccssccsesccssccesccesccsssccesccescessceesceescs 4 gti gee hd ea gamer neer E tur net Retr TA TETS RETR en RPE En PEE Ren RT ren ate ener 4 eT NO SINS sg cries eters ge A N E EE E N 4 Step 1 Unlock the EzyScript LICENSE ou ee eeeeeceseceeeccccessseessssscccceeeessecccessuseeeesssseececesesssseceeeeuuas 5 Step 2 Register SS Sanco cca ease essai nadie sadn snenaianawesaiesebeenianeseseseicbeesieneseseueiee 8 SISO 3 Maintain standard USCIS asipi nonin a EAEE 10 Il The EzyScript Ribbon Menu in Excell ccccsccesccsscssccssccesccescceccssccesceescees 11 ERA OZE BOT ON ier EE E E O A EE A EA TOE 11 CREPT EONO a a A A A A A E E 12 AUER BOO sees esate areata pacts E E saraesneeosse tees 13 WORKBOOK E25 CIOT BUTON orainari iari iion EE E E O E 14 AFTOR BONON meee e E A race tneos 14 AECP oe SUI PORT BOU O E eaa ot coanachabameatnnibnsatcansannanetan auatsbenidansessinchsiapesahensaveaeienaaes 15 Il SCRIPT SING CIS vaisacseccceeaseccawoessscciesnssseaennssscesenesscnoqnssseceseonsueceacanuesscstuacseseteanceeeeceate 16 IFO CIC OUD anre E E A 16 Getting Started Understand the EzyScript SCRIPT Sheet Structure o oo ee eeeeeeeeeeeee
15. at work only for Scripting functions you will need to be on a Script sheet Similarly on a Query worksheet will you see some buttons that only operate specifically on Queries INITIALIZE Button Click the Initialize button to turn any Excel workbook into an EzyScript enabled workbook FILE HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW DEVELOPER EZYSCRIPT GLSU o 62 pas Disable About Z Option iot Support Options Hes y i fx Initialize Workbook Sheet1 p gt You must Initialize a workbook before you can use any EzyScript add in functions Initializing a blank workbook creates 3 backbone worksheets Script 1 and Query 1 plus a hidden worksheet used only by EzyScript utilities NOTE Modifying this hidden worksheet will likely break EzyScript EzyScript functions which download or upload data to SAP must be executed from an EzyScript formatted workbook and worksheet either Script or Query Critical Notes All EzyScript created Scripts and Queries are stored within the individual workbook When you SAVE a Recorded Script or SAVE a Designed Query you must also SAVE the workbook file itself If you create edit a Script or Query and exit Excel without saving the workbook file your changes will be lost If you already have data in your Excel workbook the Initialize function will not overwrite any non blank worksheets The new worksheets will be added alongside the existing ones
16. cript Recording e Line item count as Number of Documents how many records to be processed 2 Press the Enter key or click on the Apply button The current Script Sheet is now formatted based on the parameters you defined on the Template pop up window New Template waiting for data to be entered Enter the Required Data 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 meaningful or insert heading rows throughout the Script sheet If you go to the EzyScript Options group menu click Settings gt User s Options and check the box for Add auto commenis to cells the SAP Description and Field definitions Table Field Name will be available in a Comment box for each data cell 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 Add Another Script ID to the same sheet optional You can also add another Script ID to the same SCRIPT sheet 1 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 Pres
17. eeeeeeees 16 EnabIinNa Feds 1 OOS ATO Ca scsssvasecacneacoccateansnasaagsensecosdeseateos ten A E SSi 16 user Defined Feld Column D eremeenettteetieane ea rere cone i AE EAE EEEE E EA a 17 key Valve Felds Columns ETO rec sssorsiariareria o ia E E i 18 BUIO TOU S C RIET RO T ee A A E E 18 Example Create New User Maintenance SU01 Template Set Up uu ccceeeessteees 18 Step 1 Create a new Script Recording essssssrssrserrssesrcrssessessssrsssseressseseeesseeesseeseeseeeeeeees 18 CLUEN Ee E E E E E E E N E E E EN N Step 2 Use an EzyScript SCRIPT Template ssssssessneseseeesssssssseseetrrrssssssssssssseeseerrereesessssssssee 27 BUM Features ana FUNCHONGIY lt cccatcctcecasesecacitacactercaceteseseesssasased eaa e eiri aR 29 MAR ETOS A ee E E E E EE E TE E A O T E E aS COUN ROWS iier duictscr se ciccieteersievesbaeeeeerscmnbeeedbewnscvetemnstveewnncveeeaneeebamenereneeaneebaenereneen Exclude kK ws irom UDIOOO ieceres ean ot ten EE EEE EE EEEO SEE ai Understanding Script Recording amp EXECUTION OPtOnNS eeeeeesessseesseesessessssssesseeseesssseessssssss 31 BATCH Play Processing Multiple Scripts All TOGETNES 0 cccccccccccccccceeceeeeecceeeseseeeseeeeeeeeeeeees 33 IV OUERY SINC CNS enen S E E 35 IFS se cece E EE EEA AATA A A A AT 35 Getting Started Understand the EzyScript QUERY Sheet SirUCTUIe eeseeeeeeeeeereessssssssserrrreees 35 Table Identifying Field Column A eesssseesessseeeeeeesserrrssresssssssssereceereeeeessssssss
18. erly installed on your SAP system Getting Started 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 ce Ese bg H ES r E Batch Impost Create Recording Template Check Play Create Design Settings Disconnect Disable about Z Option Data Soript sheet Query ihect addim Exyscnpt Support Options Help amp Suppadt Warkipok Scrip Chery A18 Page 17 Columns A to C of the Script Sheet are the Enabling Fields A 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 Cc 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 i a ag Fe Eg 20 bg x z Recordings Template Check Play
19. ic fields fo 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 Scripts for both MMO1 Create New Material and for MMO2 Edit Material When you click the Recordings bution if you have not logged on to SAP you will need to log on to SAP now using your SAP account details Log on to SAP w Connect to SAP System o fee Connection Group Server System No Message Serv i Default Z Option ZD1 B15 01 Z Option ZD3 03 i Z Option Z04 00016815 i s sCS Z Option ZDS iM 05 4 iW p Enterprise Portal URL Client 800 User BARABAS Password eecccccees Language en v English Cancel Page 20 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 Maintain Scripted Recordings form T Maintain scripted recordings Script Recording SU01 my script description Transaction code 501 Ey Start Recording L Ignore Warnings Cl Document number message Document number argument W Auto rmap Wi Guru Mode Enabled Screen Description x gt r ic fx gi Constant Recorded Value Delete Revert Changes Config
20. ical support staff of the problem 5 Automatic email notification when resolutions or additional comments are posted 6 Search capabilities of the Ticket System database to quickly answer questions that have arisen from other Z Option customers Premium Users at your company are eligible to receive Ticket System login IDs If they have not already done so each Premium user should request a ticket system login ID 1 The Z Option Ticket System is accessible from http www zoption com 2 Select Support Support and Licensing System 3 Request a Ticket System ID 4 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
21. ll be processed Exclude Rows from Upload Leave the Process Flag indicator blank cell B3 above EzyScript will now ignore all information in this row Page 30 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 worksheet To insert a formula for a given field 1 Select the fx field of the attribute row 2 In the 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 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 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 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 Template Worksheet Page 31 Understanding Script Recording
22. ng manual step through This is very useful for Premium User debugging during design of a new recording Generate BDC Data For BDC SAP Batch Data Collection analysis From a populated Script template tabulates the Page 13 technical fields for each row of data entered Program names Screen numbers Field names and Field values QUERY Buttons These icons allow you to pull data from table s and view s FILE HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW DEVELOPER EZYSCRIPT GLSU Batch Import Create Recordings Create Design Fetch fBettings Disconnect Disable About Z Option Data Script sheet Query sheet add in EzyScript Support Workbook Script Query Options Help amp Support A3 hi Connected to SAP system 82 Opin Int 7S cRPOS ECC 6 0 H mj Create Query Sheet Creates a new blank Query sheet in a workbook Initialized for EzyScript The Create Query Sheet function will not overwrite any non blank sheets The new worksheet will be added alongside the existing ones Create and design new Queries or edit or copy existing Query structures You must already have a saved Query for this function to work Executes the Query recording to download SAP data from a table or view using the criteria specified in the Query s recorded design Page 14 WORKBOOK EzyScript Buttons HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW DEVELOPER E SCRIPT GLSU BS SABRERORSO ROW O2Z Batch Import Crea
23. o Excel gt The Maintain Scripted Recordings form will open again in EzyScript Page 25 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 T Maintain scripted recordings Seipt Recording rce Tee o Tansaction cod 5 ser Recon C Ignore Warnings C Document number message Document number argument W Auto map Enabled Description al STOEL Constant Recorded Vale User maintenance Initial screen User Name In User Master Record USROD BNAME E TestSS5 B Dalego copywser O Fom O O O O USROT BNAME E O O OOOO OR Interface to input user attributes using tabs eC i COO O O Gpassworoi PASSWORD e mis i cpasswono2 ic passwornz Mine TM Usermaintenanceniiaiscen S Save new scripted recording i jon ang 3 Save as new Recording name t TG SUOLCREATEUSE T SU01DELETE3 TG SUOLDELETENEW TG SU01DELETENEW2 TG SUOLDELETEUSERS TG SUO1DELTESTUS TG SU01DELTIM2 TG SU01DELUSERSTIM Recording name SU01 CREATEUSERS Page 26 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
24. on t have an ID yet Request a Ticket System ID Click the link to the form 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 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 Page 8 ee Login to Z Option support system An existing Option support login is required Click here to create one a web browser window will open Log l j 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 product license with Z Option Click the Save License button to save your License Code into your SAP system and complete your Product Registration and License Unlock The Manage License form now
25. r 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 Pre Requisites Before you can begin using this guide you must understand how to initialize an EzyScriot workbook You must also have the EzyScript SAP components properly installed on your SAP system Create Design Fetch Query sheet Query Getting Started Understand the EzyScript QUERY Sheet Structure Table Identifying Field Column A Column A of the Query Sheet is the name of the SAP Table trom which data is being read for this Query 235 828 0 0 Batch Import Create Recordings Create Design Fetch Settings Disconnect Disable About Z Option Data Script sheet Query sheet add in E7yScript Support Workbook Script Query Options Help amp Support M13 Q A Tu w a e Page 36 Data Retrieval Fields Columns B to FILE HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW DEVELOPER E SCRIPT Ana RSA Batch Import Create Recordings Create Design Fetch Settings Disconnect Disable About Z Option Data Script sheet Query sheet add in EzyScript Support Workbook Script Query Options Help amp Support Al X f Table 1 2 2 Currency Type PALEDGER 4 5 CE1IDEA BO A 003 1996 1376 1 30000159 6 CE1IDEA BO A 003 1996 1376 1 30000168 7 C
26. s Configure Query Actions On the Query Designer form gt If you have not run this before you will have to enter a new Query description in the blank field at the top of the form For example LFA1 Vendors in Germany gt Select the SAP Table or View from which you want to download data Example LFA Vendor Master gt Click the blue SAP icon to retrieve the list of fields and their descriptions from SAP gt Use the checkboxes in the column titled Enabled to add fields to the Selected Fields for the template Once you have selected the desired fields you can use the options on the Main Selection tab to filter what data you retrieve Query Designer allows you to build very simple SQL Ttype queries to enable you to restrict data or make the data more specific as part of the download For example a linear selection of a single material number or a range of material numbers Configure Main Table Selections Page 38 Go to the Main Selection tab in Query Designer Click the green plus icon to begin ALL the fields from the table or view are available for filtering and do not have to be displayed in the final result The table fields are presented in a drop down sorted by Field Name Select the filtering field Example LAND1 Country Code Enter the value you want fo restrict the query to For example LAND1 Country Key equals DE Select Save or Save As to save your Query into the workbook Follow
27. s multiple EzyScript worksheets simultaneously In an EzyScript workbook Click on the Batch icon in the Workbook Area of the EzyScript toolbar The Process Multiple EzyScriot Worksheets pop up window will be displayed listing all the sheets within the EzyScriot Workbooks that you currently have open in Excel Select the Worksheets to be Processed On the Maintain and Execute Batch Processing form Select the Scripts that you want to process by clicking on the checkbox beside e Each of the scripts that you want to process or e One of the following options under the list names o Select All Entries o Select All Worksheets o Select All Imports Click the Execute button Done Allows you to exit the pop up window without processing any worksheets Execute Allows you to process the selected scripts immediately Once you click the button to Execute processing begins immediately When processing is complete returned messages for each Script run will be displayed in the same window Maintain and Execute Batch Processing o no Type latRun a I Fe Seit 2 amp fF 6 Script 3 11 Nov 2010 7 47 38 PM 0 documents successfully processed Select all entries Select all worksheets 1 Select all Imports Page 35 IV 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 fo
28. s the Enter key or click on the Apply button 4 A message will aqopear 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 Page 29 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 Enter Required Data Depending on the Script ID 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 Script ID specified in Column A Hover your mouse over the Comments Indicator to view how a particular column will be used for the specified Script ID Once you have entered all the required data your soreadsheet will be ready to upload into SAP Built In Features and Functionality Mandatory Fields When you create a Script 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 above to make a field mandatory The selected mandatory fields will be color coded when the Script is loaded into a Template on the worksheet Hide Columns Rows 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 sti
29. s the script ignore such Warning messages during playback to load data The Script being executed only stops if it hits a real SAP error o Play All Screens VERY useful for the Premium User during design of a new recording This executes your Script Template with a visible SAPGUI window during execution doing step by step playback of the recording and requiring button clicking to manually step through Embedded Grids To advance to the next item on an embedded grid list on a screen try using Filtering or see if there is a Page Down button or menu option or keystroke combination For a problematic transaction consider recording an alternate Transaction Code Use transaction E16 on table TSTC SAP Transaction Codes to look up what Programs are associated with the 1st Transaction Code Then re query the TSTC table but now filter on the Program to see all the Transaction Codes associated with it The resulting list is your alternate Transaction Codes to try It s possible that a screen doesn t have all the GUI structures fully defined If a field on your screen doesn t seem to be showing up in the Script details use the SAP F1 key inside that text field Then click on the Technical Information button Look at the bottom most field of the Technical Information pop up Screen Field If it is blank then that entry area was not designed in SAP with a screen field name so cannot be reached with this scripting tool ey
30. seeeeeeereeeesesssseesseee 35 Data Remeval Fields Columns B TO sm cerisier nanana asa a aa 36 BUIO YOU r QUON SNOG P aeee E A E a R aR EEES 36 Built In Features and Functionality sssesesseseesssssseeerresssssssssssssesectereressssssssssssesecerrereesssssssse 38 V Tips amp Tricks Some Hints for Design TiMe cscccssccescccssccssccesccessccesceescs 40 Vk TFOUDICS MO ONING sco acctaccaevenzacetserasncosateecouaceosiacsscsteecwacessaceudeesciusdenoerncesteesescseneuece 42 Getting Help from your Premium USNS vevsccsnneaccvatewacesazevesnantecansteenecneintscanstersdenespescausiaeeacnesbensanete 42 Using the Z Option Ticket System eecesecccceeeeseeeseesesssssssesssssssssssssssssssssssssssssssssssssssssssssssssssss 42 Page 3 Trademarks SAP is the registered trademark of SAP SE Microsoft Excel is the registered trademark of Microsoft Corporation All other trademarks are the property of their respective owners Copyright 2000 2015 Z Option Incorporated No part of this User Guide may be reproduced in any form or by any means without the prior written permission of Z Option Inc Notice This User Guide as well as the software described in it is furnished under license and may only be used or copied in accordance with the terms of such license Before using this software or reading this user guide make sure you have read understood and agreed to the End User License Agreement signed by your management SAP
31. sers While in the EzyScript Settings gt License screen click on the Manage Users tab Manually enter the SAP User ID of the Standard User but be sure NOT to check the Premium User checkbox Click OK and they are now registered as a Standard User in the SAP system You may need to exit this screen disconnect from SAP and re login to your SAP system to see the completed update t EzyScript Options amp AAAAA s Options Z System Options License 2 Manage License Premium User User ID Name Delete a a a E fans 3 m O FE Back 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 Ezy cript Options AAAAA s Options Z System Options 2 Manage License ah Manage Users Registration Code JRL6X WUHUP JRL6X RLYLY JRLOX PHYL35 Get License Click here to open Z Option support site in web browser Licensed Used Standard user count Expires 31 Dec 2020 License Save License WA Automatically register new users up to licensed maximum Page 11 ll The EzyScript Ribbon Menu in Excel The EzyScript ribbon buttons are context sensitive This means that you will not see all menu icons on all worksheets to see buttons th
32. te Recordings Template Check Play Create Design Settings Disconnect Disable About Z Option Data cript sheet i Query sheet add in EzyScript Support Workbook Script Query Options Help amp Support Select multiple scripts for processing at the same time Import and format records from other workbooks or files OPTIONS Buttons FILE HOME INSERT PAGE LAYOUT FORMULAS DATA Th GB B 5 32308 EF YSCRIPT GLSU Batch Import Create Recordings Template Check Play Create Desig Settings Disconnect Disable Data Script sheet Query sheet add in Workbook Script Query Options A3 E fx A B C D E F 6 H l J K L Opens the EzyScript Options form for configuring the global settings of the add in Disable Add in Disables the EzyScript add in and menus Disconnect Disconnects from the current SAP system This allows you to change which SAP system you wish to be logged into when executing EzyScript processes This button only appears if you have already logged into SAP via EzyScript Page 15 HELP amp SUPPORT Buttons HOME INSERT PAGE LAYOUT FORMULAS DATA REVIEW VIEW DEVELOPER Th B 8 OBS rf o a 2 Batch Import Create Recordings Template Check Play Create Design Settings Disconnect Disab About Z Option Data Script sheet Query sheet add i EvyScript Support Workbook Script Query Options Help amp Support About EzyScript Display version information about the add in and its component parts
33. transaction with EzyScript scripting the most important of these options are these execution modes 1 Batch Inout Mode default 2 Non Batch Input Mode a k a checkbox option Not a Batch Input session Batch Input Mode Many of the transactions in SAP are optimized to run in Batch Inout 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 Inout Mode e SAP Screens might look slightly different from the ones in a manual interactive entry mode e Some of the fields or the placement of the fields might be different compared to the screens in manual interactive entry mode Scripts are recorded in batch input 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 a Batch Input Session for Script playback refers to the regular user driven interactive dialog mode of processing a transaction in SAP You may need special authorization to run in Non Batch Input Mode Page 33 BATCH Play Processing Multiple Scripts All Together EzyScript allows you to process multiple worksheets at the same time Follow these instructions if You want to proces
34. ure the Script Actions On the Maintain Scripted Recordings pop up window to start 1 Enter the NEW Script description in the top blank box to the right of the drop down 2 Enter the SAP Transaction code into the Transaction Code field 3 Click on Start Recording 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 SUQ1 Page 21 Begin Screen Recording gt Once SAP Is loaded 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 O4e OK i B Ion Hs 0 fe uo Enter the User data then Click the COPY button en esrezzxe el id gt OB 20S8 OD CB Maintain User I fbi seereis gt After you have entered data into all the required fields click on the Save or Post button finish the required data entry Page 24 iy i J J J ei 1 re Fs p 9 r a User Maintenance Initial Screen Qarittd Js TEST2222 gt 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 gt SAP will close and the recording session will return t
35. uto map Enabled Screen Description Field fx Of Gl Constant Recorded Value SAPLSUUS5 0050 User maintenance Initial screen BDC_CURSOR SRO2 BNAME User Name In User Master Record USRO2 BNAME al l Test555 Alias USREFUS USERALIAS BDC_OKCODE copy SAPLSUUS 0200 Dialog box Copy user BDC_CURSOR USRO1 BNAME From USR01 BNAME CURTINT to USR02 BNAME Test567 Address CHECK_ADDRESS E O O Revert Changes Step 2 Use an EzyScript SCRIPT Template Load Data via Template The Template function can be used by EzyScript users to quickly pre format a SCRIPT Sheet for data entry The Template function builds a data entry framework 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 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 What Script Do You Want to Run To access the Scripted recordings to prepare for data entry click on the Template icon on the EzyScript toolbar Add the First Script ID Page 28 On the Load Worksheet from Scriot Template pop up window 1 Specify the following fields e Choose a S
36. y alternate navigation methods on the screens you are recording in addition to mouse clicks often there is a menu option or a button on screen or a keystroke combination that moves the transaction along to the next step If you are recording a transaction with many tabs when you navigate between tabs while recording park your cursor in one of the top Header fields before click on the next tab The Header fields are present for every different tab entry screen EzyScript is aware of what field the cursor is in during navigation see lines that say BDC_CURSOR in the Guru Mode view That way if you later edit the script to skip one of the tabs EzyScriot won t complain that it can t find the now disabled field it wants to sit in In a transaction screen with many tabs if there is an icon at the far right corner of the tab display to select the next tab screen from a list of ALL the tabs this often works better than the left and right arrows for advancing through the tabs Use SAP transactions codes SE41 Menu Painter and SE51 Screen Painter to better understand the SAP GUI structures on your screens Use your Scriot Template PLAY button options for debugging o Play Errors Only Some transaction codes offer pop up Warning or Information messages as part of their actions Sometimes this pop up will derail playback of a Scriot Template especially if the Warning only happens for part of the data entered Using the Play Errors Only let
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