General presentation

Objective of the application

To upload forecast data (BFR and Budget) from non-SAP data, which is excel file to combine data into Global Sales.

Tool Leader + IT leader of the application: Anon Kasemvilas + Sandra Silveira

How to use the program:

How to upload Forecast

  1. Access the program via transaction code ZBW_SD_PC
  2. Select the forecast file on you PC, which has to be excel and the correct file format (the total length must shorter than 121 characters)
  3. Click on Preview in order to check the authorization of content and data correction. It may take some time
  4. Click on Check File to get the summary of the data correction. 
    1. If data is incorrect, it will tell how many error and what line is incorrect on the file. Correct the file and try step 2 again.
    2. If data is OK, the Load File button will be available
  5. Click on Load File, it will save the data into BW system and run process chain PC_GL_SALES_PROP_99 in order to load from file to PSA and DSO DPSDFC01
  6. The data from DSO will go to the cube automatically every 1 hour base on process chain  PC_GL_SALES_PROP_01

How to download Forecast from BW system

In case, user wants to see the last forecast in order to make the next forecast. User can download the file that already loaded into BW to his PC in order to revise and upload again.

However, in order to download the file, user must be the owner of the file (perform upload the file).

  1. Access the program via transaction code ZBW_SD_PC
  2. Click on History in order to see the list of the file that loaded into BW (it will display only last 10 files)
  3. After click on History, there are 2 input fields available:
    1. Source Filename is to enter name of the system file that  user want to download. It can be seen at the first column. It is case sensitive.
    2. Target Filename is the path and file name that user want to save into the PC. For example, C:\Users\th30085\Downloads\Test.xls.
      1. The folder to download, user must have authorization to save file as well (eg. C:\   or C\WINDOWS  do not allow normal user to save the file)
  4. Click on Download
  5. In order to upload again, it is recommend to:
    1. Save as to format excel 2010 (.xlsx)
    2. Change the format of the Calmonth to YYYYMM

Note: The user who upload the file can download the file only. It is checked by user ID. Therefore, other users will not allow to download other user file to see the content.

File Template for Upload.

Forecast Template.xlsx

Roles & Access

Roles and access

List of application role + menu role  and explanation if we have several applications role with specials rules.

Role CodeRole DescriptionExplanation
  In order to access the tcode ZBW_SD_PC
ZR_*_CA_P05
GBUIn order to load content of data base on GBU
ZR_*_CA_P01
Company CodeIn order to load content of data base on Company code

Authorization objects

List of autorisation objects mandatory for the application.

Authorization objectExplanation
Z*P05GBU 
Z*P01 Company Code 
  

Dataflow overview

Use the google presentation below as a template. This google presentation must be saved in the Reporting GDrive folder under the corresponding application. Then post the link to the document here.

Reporting documentation drive folder:

https://drive.google.com/drive/folders/0B0qn89R0RGdqYkZZOFZyYXlXVkE

Exemple of dataflow overview :

Template Application name DataFlow

Functional and Technical rules on Workbench + Reporting

Rules & Explanations

Authorization of file content will be base on GBU and Company code, which get from roles of user on BW system. 

 

ObjectDescriptionCheck by comparing to
0VERSIONVersionNo Checking
0LOGSYSSource SystemTable TBDLST
0CALMONTHCalMonth
YYYYMM		YYYY > 2000 or YYYY < 2999
MM >=1 or MM <=12
CPFCTR1_2BFC GBU/BIC/MCPFCTR1_2
C_COMPCDECompany Code/bic/pc_company
C_DISTCHNDistribution Channel/BIC/TC_DISTCHN
C_SHIPTIDShip to code/bic/pc_customr
C_SALEMPSales Rep/BIC/MC_SALEMP
C_MATNR2Material Code/bic/pc_matnr2
0BASE_UOMUnit QuantityT006
K_FCT_QTYBFR QuantityContain number and '-' sign only
0LOC_CURRCYCurrency/bi0/scurrency
K_FCT_SALBFR SalesContain number and '-' sign only
K_FCT_CMBFR Contribution MarginContain number and '-' sign only

 

 

Data loadings

Info providers and objects loaded

Detail of process chain, list + link between or special event done for the loading

Loading frequency

Depend on users to load via T-Code ZBW_SD_PC. However, this loading will be load only upto propagation layer.  

Process chain PC_GL_SALES_PROP_01 will run every hour In order to load data from propagation layer to reporting layer.

Average performance

The step 'Preview Data' mayl take time (less than 1 minute) in order to check the content of the data comparing to the master data. 

The step 'Load File' may take time around 1 - 5 minutes.


Record Keeping

Log of loading data will be kept on DSO DPSDFC02 with the detail of filename, username, date and time that load data, the status of loading and GBU. However, it will display on the tcode only last 10 records. 

Reporting

There is no query base on the forecast only. The data will combine with the global sales multi-provider