Extreme Transaction, Query and Direct

Extreme Transaction, Query and Direct
Extreme Transaction, Query and Direct
Evgueni Titov | EMEA Support Manager, Winshuttle
Today’s agenda
9:00 – 11:00
Transaction
11:00 – 11:30
Break | Patio
11:30 – 12:30
Transaction (continued
(continued)
continued)
12:30 – 13:30
Lunch | Forum A
13:30 – 15:00
Query
15:00 – 15:30
Break | Patio
15:30 – 17:00
Direct & Questions
Winshuttle EMEA User Group Conference | Brussels 2014
Transaction Agenda
Manual additions
Script commands
GUI scripting
Mapper properties
Loops
Conditions
Publishing scripts and Add-In
Long text
Advanced Run Options
How to succeed with Transaction
Winshuttle EMEA User Group Conference | Brussels 2014
Attach a file
Transaction Agenda
Manual additions
Script commands
GUI scripting
Mapper properties
Loops
Conditions
Publishing scripts and Add-In
Long text
Advanced Run Options
How to succeed with Transaction
Winshuttle EMEA User Group Conference | Brussels 2014
Attach a file
How to succeed with Transaction
Know your SAP transaction well
Prepare your data in advance
Make your recording repeatable
Always use a non-production environment to record
a script
Winshuttle EMEA User Group Conference | Brussels 2014
Transaction Agenda
Manual additions
Script commands
GUI scripting
Mapper properties
Loops
Conditions
Publishing scripts and Add-In
Long text
Advanced Run Options
How to succeed with Transaction
Winshuttle EMEA User Group Conference | Brussels 2014
Attach a file
Publishing scripts and Add-In
Scenario: Sharing scripts with Transaction Runners
With Connect:
• Solution 1: make available the script and the Excel
file
• Solution 2: publish the script(s) onto the Excel file
and run the script from the Add-in
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Publishing scripts and Add-In
Scenario: Sharing scripts with Transaction Runners
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Publishing scripts and Add-In
Scenario: Sharing scripts with Transaction Runners
With Central: after publishing the script and template
• Solution 1: use the Runner application and open the
script from Central
• Solution 2: save the template locally and run the
script from the Excel Add-In
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How to link multiple transactions ?
Scenario:
• Create an order in VA01 and an outbound delivery
for this order in VL01N
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Linking scripts
Solution: Linking Scripts
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Linking scripts
When to use linked scripts ?
•
•
•
•
Linked transactions
Different recording modes in one transaction
Long recordings (for easier maintenance)
Scheduled runs
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How to reuse the same script ?
Scenario:
• Existing script to update gross weight and net weight
• The packaging weight has increased so you want to
update only the gross weight and leave the net
weight as is
• You want to reuse the same script
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Skip Field Indicator
Solution: Skip Field Indicator
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Skip Field Indicator
When to use the skip field indicator ?
• In some cases, a field is not present in the screen
• You do not want to update a recorded field
• According to the need, a condition can be used
instead
Tip: the skip field indicator can be also set by a formula
in Excel
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Save SAP data before run
Scenario:
• Updating adresses in customer master (XD02)
• You want to automatically keep track of the original
data before the update
• You want to be able to restore the original data later
for a subset of records
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Save SAP data before run
Solution: Backup SAP Data
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Run on selected or filtered rows
Scenario:
• A transaction script needs to be run on rows 3, 7, 9,
15, 55, 104
• Sometimes you want to apply a filter in Excel and run
the rows that are filtered
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Run on selected or filtered rows
Solution: Use the Transaction Excel Add-In
• Run Selected Rows
• Run Filtered Rows
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Which recording mode to use ?
Batch input mode
Non-batch input mode
• With controls / without controls
GUI scripting
Function module
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Which recording mode to use ?
Batch input mode
• Faster
• Personal settings are not taken into account
• Screens might be different
• Upload only
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Which recording mode to use ?
Non-Batch input mode / Function Module
• Most flexible
• Personal settings are taken into account
• Upload / Read
• Long text and extended logging
(select WITH controls)
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Which recording mode to use ?
GUI scripting
• Runs in foreground (slower)
• Sensitive to changes
•
•
•
Resolution
Personal settings
SAP patch
• Takes into account scrolling
• Needs specific authorizations
Winshuttle EMEA User Group Conference | Brussels 2014
Transaction Agenda
Manual additions
Script commands
GUI scripting
Mapper properties
Loops
Conditions
Publishing scripts and Add-In
Long text
Advanced Run Options
How to succeed with Transaction
Winshuttle EMEA User Group Conference | Brussels 2014
Attach a file
Loops
Scenario:
• Using a loop in a Transaction script
• H/D in one sheet is unpractical because data is
coming in a different format (header data apart from
detail data)
• You are hesitating to write a macro to combine
header and detail data together to be able to run
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Loops
Solution: Multi sheet loop
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Run one transaction at a time
Scenario:
• Running one transaction at a time
• Using a rich Excel form
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Run one transaction at a time
Solution:
• Use Cell based mapping
• Use Cell based loops
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Dynamic screens
Scenario:
• Recording the classification view in MM02
• The screen with the class selection appears only
once per SAP session
• A static script does not permit this behaviour
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Dynamic screens
Solutions:
• Use IF First Transaction
OR
• Use Skip Screen If Not Found
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Dynamic screens
Scenario:
• Record transaction FB01
• Depending on the posting key for the next item, the
screen displayed after validation could be different
• We need a way to tell Winshuttle to expect different
screens depending on the posting key
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Dynamic screens
Solution:
• Use multiple IF condition inside the loop
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Dynamic screens
Scenario:
• Changing weights in transaction MM02
• If the material classification is equal to 00102 take
weights from columns B and C
• If it is equal to 00103 take weights from columns E
and F
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Dynamic screens
Solution:
• Use IF on SAP field
OR
• Create a linked script in non batch mode which will
read the data from SAP first
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How to manage dynamic screens and fields ?
Different screens or fields depending on a value in Excel
•
IF condition
Different screens or fields depending on a value in SAP
•
IF on SAP field
Screen or field does not appear in some cases
•
•
•
•
•
IF condition
IF on SAP field
IF First Transaction / IF Not First Transaction
Skip Screen If Not Found (for screens only)
Skip Field Indicator (for fields only)
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Long text
Scenario:
• Update text in the Long Text SAP Control
• Material description long text in MM02
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Long text
Solution: use Non Batch Input recording mode With SAP
Controls
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Long text
Scenario:
• Update text in the Long Text editor
• Material description long text in MM02
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Long text
Solution:
• Change the editor to the Basic Editor
• Record in any recording mode
• First add empty lines
• Use the buttons Next Page / Last Page if needed
• Adjust the mapped fields
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Attach a file
Scenario:
• How to attach a file without using GUI scripting ?
• Transaction MM02:
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Attach a file
Solution: Use the File Attachment button
• Added in version 10.4
• Works only with specific transactions
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Transaction Agenda
Manual additions
Script commands
GUI scripting
Mapper properties
Loops
Conditions
Publishing scripts and Add-In
Long text
Advanced Run Options
How to succeed with Transaction
Winshuttle EMEA User Group Conference | Brussels 2014
Attach a file
Alternative units of measure
Scenario:
• Create alternative units of measure in transaction
MM02
• There can be more than 20 units per material
• No Next Page button
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GUI scripting
Solution: Use IF on Index Field
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GUI scripting
When to use IF on Index Field ?
• Need to add / change entries in a table
• The only way to control the screen is to use scroll
bars
• The index field needs to be editable
• If other recording modes do not work
• Possibility to change several table entries at once:
Find All checkbox
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Data validation before run
Scenario:
• How to pre-validate the data before running the
script ?
• Limit the plant to 1000 for Runners
Solution:
• Use the Validation button in the mapper
• Use option Validate By List in the properties
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Data validation before run
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Transaction Agenda
Manual additions
Script commands
GUI scripting
Mapper properties
Loops
Conditions
Publishing scripts and Add-In
Long text
Advanced Run Options
How to succeed with Transaction
Winshuttle EMEA User Group Conference | Brussels 2014
Attach a file
Adding a new field to a recording
Scenario:
• Changing an existing MM02 script to include an extra
field which does not appear in the mapper
Solution: Show disabled fields
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Adding a new field to a recording
Scenario:
• Changing an existing ME21N script to include an
extra field which does not appear in the mapper
• The field does not show in the disabled fields
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Adding a new field to a recording
Solutions:
• Re-record
• Manual edit : insert a field
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Adding a new field to a recording
Solutions:
• Manual edit : insert a field
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Changing the logic of a recording
Scenario:
• The original logic of a recording has changed
• Need to include one or several extra screens
• For example, going on an extra tab in transaction
ME21N and filling additional fields
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Changing the logic of a recording
Solution:
• Re-record completely
OR
• Re-record partially and copy-paste in the recording
• Adjust the Ok-code before the new sequence
• Check that the screen after the new sequence is
correct
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Changing the logic of a recording
Solution:
• Re-record partially and copy-paste in the recording
Screen 1
Screen 2
Ok code A
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Screen 3
Ok code B
Screen 4
Ok code C
Changing the logic of a recording
Solution:
• Re-record partially and copy-paste in the recording
Screen 2
Ok code
BA
Screen 1
Screen
2.1
Screen
2.2
Ok code
BB
Screen 2
Ok code A
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Ok code
BC
Screen 3
Screen 3
Ok code B
Screen 4
Ok code C
Changing the logic of a recording
Solution:
• Re-record partially and copy-paste in the recording
Screen 2
Ok code
BA
Screen 1
Screen
2.1
Screen
2.2
Ok code
BB
Screen 2
Ok code A
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Ok code
BC
Screen 3
Screen 3
Ok code B
Screen 4
Ok code C
Changing the logic of a recording
Be careful! Incorrect placement of fields or screens can
cause errors in the script.
Ok code A
Screen 1
Ok code C
Screen 2
Ok code
BA
Screen 3
Screen
2.1
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Ok code
BB
Screen
2.2
Ok code
BC
Screen 4
Changing the standard log messages
Scenario:
• The log messages received from SAP do are not
always clear
• How to customize these messages?
Solution:
• Use script commands
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Questions
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Query Agenda
Introduction
Potential uses
Quick demo
Function module
Joining tables
Background processing
Tips for success
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Query introduction
Share Query
CREATE
MAP
RUN
MS Excel
Add-In
Saved
Query
RUN
Function Module
Performance
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Security
Potential uses
Data
Maintenance
Ad Hoc
Reporting
Automated
Reporting
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Audit/QA
Reporting
Query quick demo
Simple example of query creation
• Selection from table
• Where clause
• Joining
• Mapping
• Execution
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Function module
Function Module
• Securely extract
information
Query
Query
• Run as SAP Background
Process
Runner
Runner
Runner
Query
Excel
• Data Chunking
• Create scripts
• Logical Databases
• Using SAP Recording
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Text
XML
Access
DATA
Query FUNCTION MODULE
• Minimal impact on SAP
Joining tables
Joining table auto-finder
“Joining table” Auto-Finder
• Identify tables that can be used as a “connector” in order to get a join created between
two tables that are not naturally linked in SAP
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Running Query scripts
Query Background Scheduling in SAP
• Reduces performance impact on the system
• Preserves Dialog Work Processes
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Tips for success
Only include necessary Table, Fields, and Joins
Joins between Primary Key fields have the best performance
Run a Preview to verify that the results are what is required
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Direct Agenda
Introduction
SAP Overview
Quick demo
Direct Essentials
Creating a Transaction script
Tips for success
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Direct Introduction
Development
Explore SAP
Business Objects
Repository
Select &
Organize Fields
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Refinement/Usage
Create
Transaction
Script
Publish & Use
Scripts
SAP Overview
View and Test the BAPI/RFM
• BAPI Transaction
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SAP Overview
Test the BAPI/RFM
• Enter values
• Can also be accessed
via SE37
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Direct Essentials
BAPIs and Function modules
• Enter name
• Search
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Direct Essentials
BAPIs and Function modules
• Must be remote-enabled
• RFM might call a BAPI but not vice versa
• Can use a Z BAPI / RFM
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Direct Essentials
BAPI and RFM documentation
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Direct Essentials
Create Direct template
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Direct Essentials
Create BAPI template
• Select fields
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Direct Essentials
Launching Transaction
• From Direct
• From Transaction
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Creating Transaction script
Map as usual
• Expert tab
• Loops will be created automatically for tables
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Tips for success
Review the BAPI documentation and know the BAPI
requirements
Prepare your data in advance
Test with at least 2-3 rows of data
Always use a non-production system when creating a new
script
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How to get help
Help ribbon
• Web based help
• User manual
• Release notes
View Knowledge Base & Submit a support ticket:
• http://support.winshuttle.com
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Questions
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