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...)



Use transaction code: 


: Initial Screen


  • To Schedule a Tasklist  implies providing the system the match between the first relative time defined in SAP SM and the first calendar day of the SAP SM run. The scheduling will be reflected in the Daily overview.

  • To Release a Tasklist () implies unlock of the automatic launch of Programs and Workflows. 

    • If we don’t release a Tasklist, all programs will remain with the following status and will not be launched automatically.
    • If we release a Tasklist, all programs will have the following status  and will be launched autonomously at the scheduled Day and hour.




After creating a tasklist, the following screen will be retrieved:


The last 2 columns on the right side are related with the relative time defined.

SAP SM can be schedule and release for a complete tasklist, a single task or a group of task.



Complete tasklist schedule and release

Select the highest node of the tasklist (example: ).

Click on the icon .

Specify to which calendar day concerns the first day of the closing tasks defined in SAP SM (first relative time). Additionally add a text specifying the country and closure to which concerns the Schedule and Release of SAP SM:


The Schedule and Release must be done one day before the first calendar day foreseen for the first task run.




Task schedule and release:

1) Flow Definition

2) Program

3) Transaction

Check the task schedule and release for different cases:

1)  In case of a Flow Definition  select the task on the tasklist and with the right button of the mouse, select the option “Schedule” accessing the following screen:

Please define the day and hour for the Flow Definition Run..

By Scheduling a Flow Definition the Release is immediately performed (we don’t have the option “Release Jobs”).


2) In case of a Program, select the task on the tasklist and with the right button of the mouse, select the option “Schedule” accessing the following screen:

Then, define the date and time for the task execution. The program can be scheduled  and additionally released .


3) In case of a transaction, as mentioned above, only the programs and workflows and launched automatically.

When it’s time to perform a certain transaction, please follow the next steps:

    • Select the task to be executed with the right mouse button (in the daily overview – example below "0005: CICC_IBA + Clearing 508* + 2742090000"


    • Choose “execute”, the system will drive the user directly to the screen of the transaction (as shown in the example).


    • Then, the user input is needed for the task execution. For transactions which allow variants, these shall be selected to proceed with the task performance.



Task Group Schedule and release

Task groups can be scheduled and released via transaction Z_SCMA_TASKLISTSCHED:

  • Fill the fields “Task list”, choose the option and drill-down on “group number” to select the group task you want to release 
  • Select the time you want to release


The options “immediately” and “later” will define the day 0 of the group task you selected. For instance, if day 2 is the current date and the program is defined to be run in day 3, by selecting the option “immediately”, the program is released to be run at day 5.

Therefore, we recommend its use by:

  • Applying it until the day 0 of the closure.
  • Combining it with the change of task time.
  • Be aware that its only possible to Schedule the entire task list if there is no tasks defined in the past (considering the actual date you want to perform the schedule of the tasklist).  




Daily/Weekly tasklist schedule and release 






The Daily/Weekly tasklist can be scheduled and released in transaction SCMA.

1) Right-click the mouse button in the folder you want to release and choose the option “Schedule”:

The following screen will appear:


2) Fill the following information:

    • Start Date
    • Flag Release Jobs in Task List
    • Txt for Instance
    • Choose the Period Scheduling
    • Select workday
    • Ends on


When releasing Weekly tasks take into account that we can only choose 1 weekday per folder.


3) When you’re done press 

If the following screen appears click again on 


The Tasklist was now released.



Undo the release of a complete tasklist, if applicable


In case there is the need to undo the release of a tasklist, please proceed as follows:

1) Select the highestnode of the task list

2) Click on the icon 

3) If the following screen appears, click on the icon , to change the layout and transferring all the items to the left side of the box:


4) Change the Layout in order to access the Schedule+Release list:

The system retrieves the list of the Schedule and Release made in the chosen Tasklist. 


5) Then delete entry concerned to the Scheduling + Release Description foresaw. Click “continue” and then “yes”.

Be aware with the “notes” , because even thought you undo the release of a tasklist the “notes” will remain released. In this case you must delete them manually.




Anticipate or delay the performance of a task


It is also possible to perform the transaction tasks through the daily overview however,  in case of anticipation or postponing it won’t provide the correct time of performance but the scheduled one. Therefore, for a suitable time tracking of the performance of the tasks, the procedure to be used is the one described above.


If a task is anticipated or postponed,  the following actions shall be taken:

1) In case of Task/Program anticipation:

    • Delete the entry in the Daily overview (in the foreseen day).
    • Execute the task directly from SCMA Structure when needed.

2) In case of Task/Program postponing:

    • When the scheduled day and hour of a task/program is up to occurring and there is the Local input to postpone the task/program, service center must delete the entry in the Daily Overview prior its occurrence.
    • As the postponing happens in the sequence of a Local input, a new input will be need in order to Service center proceed with the task. After having this validation, the task must be executed directly from SCMA Structure.


If the anticipated or postponed task/program is not deleted from the Daily Overview, the tasks will be duplicated and in case of program these will be launched automatically at the scheduled day and hour.