Wide-ranging effects of SAP data entry processes
Entering SAP master data or transactional data is a vital business function for all departments to keep operations running smoothly. Some simple examples of SAP data entry include new-hire actions in HR, new purchase orders or contracts in procurement, new materials and new sales orders in supply chain, and new assets in finance.
Watch the Winshuttle Transaction Demo
See how Winshuttle Transaction makes it easy for virtually any user to securely record the steps to complete any SAP transaction and map to Excel or other familiar application. This template can then be used to automate any process, while using native SAP security and authorizations. Transaction can also create a web service based on a recorded transaction. Watch the demo to see how it works.
Creating SAP data records from Excel
Enabling workers to use Excel to create new SAP master data and transactional data can lead to improved efficiencies in a business. With minimal training, Excel users can create single or multiple records from a single transaction or a chain of transactions. In most companies, data that users need to create in SAP may already exist in Excel. Winshuttle Transaction enables users to easily load these records into SAP. Business users can customize Excel spreadsheets to create easy-to-use and familiar—yet sophisticated—SAP data entry forms.
The Bill of Material creation Excel template shown to the right enables users to load data to the CS01 transaction. Note that a single material, on the header level, may consist of multiple component materials listed below it at the detail level. The success and error messages received when a user loads this data into the CS01 transaction are logged in one of the columns of the spreadsheet.
The Journal Entry creation Excel template enables users to load data to the FB50 transaction. The top section of the sheet shows the header fields, and the lower section contains line items. Buttons, linked to Excel macros, are set up to enable users to validate data or to post the data to SAP. After the user posts the data, the header section shows the document number.
Best Practices for Data Loading into SAP
An organization’s ability to act swiftly and make business decisions is based on having access to complete and accurate views of enterprise data. Companies recognize the value in leveraging all of their corporate information and the benefits of reconciling data into consolidated views, but the path to get there can be difficult. Getting data into the company’s ERP system in a timely and accurate manner is a critical success factor in business decisions. This white paper examines existing data-loading methods and best practices to easily incorporate data into SAP solutions.