Tasks to be completed when documenting an SAP Transaction, Report or Message code.

1. Title of the page = SAP Transaction code, SAP Report or SAP Message

2. Add the following Labels, respectively:

    • SAP Transaction => "sap_transaction", Transaction code "xxxx"

    • SAP Report => "sap_report"

    • SAP Message => "sap_msg"

3. On the left section, describe the steps. On the right section, insert respective print screens and additional guidelines, if needed (e.g. Main selections of the transaction...)

STEP 1


Use transaction code: ZCO_WBS_UPLOAD


ZCO_WBS_UPLOAD - Mass Change of WBS Elements: Initial Screen






STEP 2


  • Selection 1: Creation/Modification

Choose if it’s for new projects/WBS/settlement rule creation, or modification to existing ones. According to each 

  • Selection 2: Project Master data/WBS Master data/Settlement Rules

Choose accordingly and then select the local txt file to be uploaded

  • Batch Input Name

this will be populated automatically according to the combination of above 2 selections, no need to change

  • Create BTCI session

This should always be ticked in order to create batch input sessions

  • Send BI execution

Leave it unticked, we do not use this functionality


Once everything is ready, click the button to execute the upload







STEP 3

  • The uploading template can be found here, where already fill in information in grey can be used as reference and below the different usage for different sheets contained:

❏“PROJ”: Project creation

❏“PRPS”: WBS element creation

❏“COBRB”: Settlement rule creation

  • The upload file should be saved in txt format without headings and only the sheet that will take the action should be saved.








STEP 4


  • The program will do a preliminary check of the uploading data
  • In the next screen, an overview of the checking status will be displayed:


❏If everything is ok, then it will be shown like the below left screen, with 0 “Errors” and “No messages” under “Messages List”








❏If the uploading data is not ok, we have errors shown and under “Messages List” there’s the error details, see below right screen, we should correct them in the template file.








STEP 5


Batch input: Session Execution


The program contains 6 batch input sessions for both creation and modification functions, very similar to the standard CJ01/CJ02 transactions:

❏Project Master Data Creation ;❏WBS Elements Creation; ❏Settlement Rule Creation


T-Code: SM35

Session Names

Processing Status









STEP 6


After the creation, confirm on CJ20N or CN43N if massive upload, if all masterdata information is coherent.

For Settlement rule check in massive form please use ZWFA63A or KOSRLIST_PR for Settlement Parameters Check. 

NOTE:


As the uploading template covers almost all fields, so basically all types of WBS elements can be supported, below are the most frequently used ones:

❏FD-Various Billing; ❏II-Investments; ❏RD-Innovation Projects; ❏OI-Internal Operations; ❏LE-CAPEX RoU; ❏PR-Services / Training


Any updates in SAP of the layout of masterdata may cause the need to update also the template.




CN43N:


ZWFA63A:



KORLIST_PR: