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    Exercise XD01

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    sydney_2468
    Winshuttle TRANSACTION(tm) can be used for Customer Master Creation in the SAP(r) Business Suite from data in MS Excel using Transaction Code XD01. To make this process repeatable by transaction there will be a few modifications to the process compared to how you would manually create a purchase order.

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    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd

    Exercise XD01

    Uploaded by

    sydney_2468
    134 views8 pages
    Winshuttle TRANSACTION(tm) can be used for Customer Master Creation in the SAP(r) Business Suite from data in MS Excel using Transaction Code XD01. To make this process repeatable by transaction there will be a few modifications to the process compared to how you would manually create a purchase order.

    Original Title

    Exercise XD01 (1)

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    © Attribution Non-Commercial (BY-NC)

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    Winshuttle TRANSACTION(tm) can be used for Customer Master Creation in the SAP(r) Business Suite from data in MS Excel using Transaction Code XD01. To make this process repeatable by transaction there will be a few modifications to the process compared to how you would manually create a purchase order.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    134 views8 pages

    Exercise XD01

    Uploaded by

    sydney_2468
    Winshuttle TRANSACTION(tm) can be used for Customer Master Creation in the SAP(r) Business Suite from data in MS Excel using Transaction Code XD01. To make this process repeatable by transaction there will be a few modifications to the process compared to how you would manually create a purchase order.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 8

    Customer Master Creation - Transaction Code XD01

    Summary
    This document describes how Winshuttle TRANSACTION™ can be used for customer master creation
    in the SAP® Business Suite from data in Microsoft Excel using SAP transaction XD01.

    Winshuttle, Inc.
    Bothell, WA USA
    + 1 (800) 711-9798
    www.winshuttle.com

    © 2010 Winshuttle, Inc. All rights reserved. 4/10 www.winshuttle.com


    Process for using MS Excel with transaction code XD01 - Customer Master Creation

    Launch the Winshuttle TRANSACTION™ Application from the desktop shortcut


    or through the Windows Start Menu.

    Click New.

    Enter transaction code XD01 in the Transaction Code field.

    Click Go.

    © 2010 Winshuttle, Inc. All rights reserved. 4/10 www.winshuttle.com 2


    Choose the appropriate SAP system using the System button, if necessary. Enter appropriate User Data in the
    SAP Shuttle Logon window.

    Click the OK button.

    Choose a Recording Mode.

    NOTE: For most transactions, Batch Input Mode will suffice, but for downloading information from SAP
    transactions, or for Finance or HR transactions in which there are Dynamic Actions executing or user parameter
    values being used, Non-Batch Input Mode will be necessary. The distinction of Without SAP Controls and With
    SAP Controls is just a matter of what tools are on the transaction screens.

    So, in this procedure, choose Batch Input Mode.

    Enter any further properties such as Title, Purpose of creation and Comments into the appropriate fields.

    If you would like to lock down the editing


    of the SHUTTLEfile, select the Lock
    SHUTTLEfile checkbox. This will password-
    protect the SHUTTLEfile, preventing
    anyone from changing it.

    Click the Next button.

    You will now be launched into the XD01


    transaction.

    NOTE: The following screens may vary


    according to the way your SAP system has
    been configured.

    At this point, you are maneuvering through


    the transaction itself and the process
    should feel very natural.

    That said, to make this process repeatable


    by TRANSACTION there will be a few
    modifications to the process compared to
    how you would manually create a purchase
    order. These differences will be identified
    throughout the rest of this document.

    Press the [ENTER] key.

    © 2010 Winshuttle, Inc. All rights reserved. 4/10 www.winshuttle.com 3


    Depending on your system configuration, enter data in all required fields.
    Click the green check or press enter to continue.

    Enter data into the fields that will need to have data uploaded into them.
    Once all of the data has been entered, click the Display Next Tab Page button.

    © 2010 Winshuttle, Inc. All rights reserved. 4/10 www.winshuttle.com 4


    Continue to enter data into the appropriate fields and click the Display Next Tab Page button.1

    Continue through the tab pages and click the Save button to end the recording

    © 2010 Winshuttle, Inc. All rights reserved. 4/10 www.winshuttle.com 5


    It is now time to create the mapping
    for this transaction.

    Mapping a SHUTTLEfile is just a


    matter of connecting SAP fields to
    a data file. TRANSACTION provides a
    Mapper to facilitate this process.

    Auto Mapping will map the entire


    SHUTTLEfile to an Excel spreadsheet.
    Because of the complexity of this
    transaction, we will choose the
    Create Mapping option instead.

    Click the Create Mapping link on the


    Map panel.

    The screenshot to the right shows the


    Expert Tab of the Mapper.

    In each of the rows of the Mapper,


    you will see:
    • Mapper Row Number – this is just a
    reference number
    • Enable Flag – only enabled Mapper
    rows will be executed by TRANSACTION
    • Screen / Screen Number – Technical
    screen information from the recorded
    transaction
    • Field Description – The label associated
    with the SAP technical field name.
    • Mapping Type – Fix Value, Excel to SAP,
    SAP to Excel [or, if mapping to Access:
    Access to SAP, SAP to Access]
    • Value – Values assigned to the SAP
    field; either fixed values, or values to
    or from the assigned data source
    • Notes – Free-format notes to provide
    useful information to users of the
    SHUTTLEfile

    In the Data Source Preview section, you will see a preview screen of the selected data source.

    To change the Data Source, click the Change Source Type link at the top of the Expert Tab. This displays a
    drop-down box to switch to Microsoft Access. The Preview section will also change to reflect the choice.

    In this case, we will use Excel.

    © 2010 Winshuttle, Inc. All rights reserved. 4/10 www.winshuttle.com 6


    It is now time to begin the mapping
    process.

    The easiest way to remember how to


    map is this: drag from the source of
    the data to the destination.

    Keeping that in mind, we will be


    uploading data from Excel to SAP.

    Drag Column A up and drop it onto


    row 1.

    Continue across the Excel preview


    by dragging Column B up and drop
    it onto row 3, Column C up to row 4,
    and Column D up to row 5.

    Click the Save icons to save the Excel preview and the SHUTTLEfile.
    Click the Blue Back arrows to exit the Map screen.

    © 2010 Winshuttle, Inc. All rights reserved. 4/10 www.winshuttle.com 7


    If necessary, you can navigate back
    to the Map by clicking the Update
    Mapping link on the Map panel.

    Click the Excel icon to the right of


    the Select Data File field to open
    the mapped Excel spreadsheet.

    Notice the Log Result Column was


    automatically assigned the next
    available column after the last
    mapped column.

    The data has been entered into the


    Excel spreadsheet in the proper
    format and can now be run by
    TRANSACTION.

    Back in the TRANSACTION window,


    click the Run button.

    The run is successful and the messages returned from SAP are entered into the log column.

    Winshuttle, Inc. provides software products that enable business users to work with SAP directly from Excel, Web forms and other interfaces
    without any programming. SAP users often struggle to effectively run the complex business processes supported by SAP. Winshuttle solves this
    problem by offering familiar interfaces to SAP, which improves productivity and saves customers significant time and money. Winshuttle’s suite
    of solutions work with all SAP modules, enabling both business and IT users to solve any SAP data or business process challenge by securely
    expanding SAP interactions to both employees and partners. Hundreds of global customers use Winshuttle to make their SAP lives easier. For more
    information, visit www.winshuttle.com.

    Corporate Headquarters United Kingdom France Germany India


    Bothell, WA USA London, U.K. Maisons-Alfort, France Bremerhaven, Germany Research & Development
    Tel + 1 (800) 711-9798 Tel +44 (0) 208 704 4170 Tel +33 (0) 148 937 171 Tel +49 (0) 471 1701900 Chandigarh, India
    Fax +1 (425) 527-6666 Fax +44 (0) 208 711 2665 Fax +33 (0) 143 68 37 68 Fax +49 (0) 471 1701902 Tel +91 (0) 172 465 5941
    www.winshuttle.com www.winshuttle.co.uk www.winshuttle.fr www.winshuttle-software.de www.winshuttle.in

    © 2010 Winshuttle, Inc. All rights reserved. 4/10 www.winshuttle.com 8

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