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Load customers or cost centers using LSMW
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Reference:
Application: LSMW LSMW Date created: 6/23/04Page 1
1. To create a recording using LSMW for uploading information into SAP, use transaction code LSMW
2. Enter the name of the project you wish to create in the Project field.3. Select the Create icon.
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Application: LSMW LSMW Date created: 6/23/04Page 2
4. Enter a description in the pop up box that appears.5. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 3
6. A subproject will appear, enter name and description as shown above.7. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 4
8. An object will appear, enter name and description as shown above.9. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 5
10. Take a drop down on Goto > Recordings (as shown above).
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Application: LSMW LSMW Date created: 6/23/04Page 6
11. Select the Create icon circled above.
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Application: LSMW LSMW Date created: 6/23/04Page 7
12. Enter a recording name and description. 13. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 8
14. Enter the transaction code you would like the system to use at time of upload. For creation of customers, see the XD01 transaction above.
15. Select Enter.
NOTE REGARDING DATES – When the data record involves a “From Date” or “To Date”, special considerations exist. For instance, the date 01012011 reflects as 1012011 in Excel. Make sure to change the Excel field to Text and add the extra zero or the date will result in something like 10122011 by SAP interpretation. Also, keep it simple and use the C (10) for Alphanumeric and 10 characters when defining the “Maintain Structure Relations” step. The Yellow section here relates to an LSMW for Cost Center Creation – KS01
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Reference:
Application: LSMW LSMW Date created: 6/23/04Page 9
Also, pay attention to the ne3xt step
The above area can cause some mapping problems if not careful.
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Application: LSMW LSMW Date created: 6/23/04Page 10
16. Enter all information above needed to create a customer… this information will be recorded into the upload program as required fields to be entered.
17. Select the “Use central address management” field. 18. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 11
19. Enter the information you wish the system to record, even if the record you are creating for the upload does not have all fields you wish to use populated. Put a x or a . in the fields…
20. Select Enter. A pop up box may appear for you to select an appropriate tax jurisdiction code. Choose the correct one to proceed.
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Application: LSMW LSMW Date created: 6/23/04Page 12
21. Enter a tax exemption field in the tax code 1 field if you wish to use this in your recording.22. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 13
23. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 14
24. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 15
25. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 16
26. Enter a contact name if applicable. If you would like this field or fields to be available in your recording but you do not have a contact name for this particular customer, enter a x or a . in the name and first name fields.
27. Select Enter twice.
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Application: LSMW LSMW Date created: 6/23/04Page 17
28. Enter reconciliation account.29. Enter posting key 002.30. Enter a previous account number.31. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 18
32. Enter Payment Terms.33. Check Rec. pmt hist.34. Payment methods.35. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 19
36. Enter Acct Clerk.37. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 20
38. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 21
39. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 22
40. Enter Invoice Dates US.41. Check Price Determination box.42. Enter incoterms and description as shown above.43. Enter account assignment group.44. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 23
45. Enter 1 in the tax field.46. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 24
47. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 25
48. After you have reached the last screen of the customer recording the above screen will appear. 49. Choose the Default All button circled above.
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Application: LSMW LSMW Date created: 6/23/04Page 26
50. Select Enter and double click on the USE_ZAV line.
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Application: LSMW LSMW Date created: 6/23/04Page 27
51. Enter information above.52. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 28
53. Scroll down until you find the first ZTERM line. Double click on this field.
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Application: LSMW LSMW Date created: 6/23/04Page 29
54. Enter a 1 at the end of the ZTERM name as shown above. 55. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 30
56. Select the Save icon circled above.57. You will receive a message at the bottom of the screen, showing it saved. Select the Back arrow.
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Application: LSMW LSMW Date created: 6/23/04Page 31
58. Select the Back icon.
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Application: LSMW LSMW Date created: 6/23/04Page 32
59. To begin the upload transactions to bring the recording together, select the Execute icon circled above.
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Application: LSMW LSMW Date created: 6/23/04Page 33
60. The following screen will appear, with the first box in the list checked. You will go through this list, step by step starting with the (1) object attributes and ending with the (14) run batch input session.
61. Select the Execute icon circled above.
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Application: LSMW LSMW Date created: 6/23/04Page 34
62. Change the screen using the icon circled above.63. Enter the recording name in the Batch Input Recording field.64. Select the Save icon.65. After the screen has been successfully saved (message on bottom), select the Back icon.
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Application: LSMW LSMW Date created: 6/23/04Page 35
66. Select the Execute icon circled above.
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Application: LSMW LSMW Date created: 6/23/04Page 36
67. Select the Change icon.68. Select the Create icon.
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Application: LSMW LSMW Date created: 6/23/04Page 37
69. Enter a Source structure name and description. The source structure name cannot be the same as your recording name.
70. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 38
71. Save and after save successful message appears on bottom of screen, select the Back icon.
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Application: LSMW LSMW Date created: 6/23/04Page 39
72. Select Execute.
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Application: LSMW LSMW Date created: 6/23/04Page 40
73. Select the Change icon and then the Create icon.
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Application: LSMW LSMW Date created: 6/23/04Page 41
74. Enter field names for each field within the upload sheet. This is where the system will pull the fields into the correct SAP spaces when creating the records. Make sure that the field length is long enough for the particular fields in SAP, for example: city should be 40.
75. Repeat for all fields!!! It should look similar to the below screen.
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Application: LSMW LSMW Date created: 6/23/04Page 42
76. Save after all fields have been entered. You can always come back to this if you accidentally missed one. Also, ensure that the fields are in the right order of the upload sheet from Excel.
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Application: LSMW LSMW Date created: 6/23/04Page 43
76. Move the checked box down to line 4. 77. Select Execute.
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Application: LSMW LSMW Date created: 6/23/04Page 44
78. Select the Change icon and Save.79. Move back using the back icon.
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Application: LSMW LSMW Date created: 6/23/04Page 45
80. Make sure the check is on line 5 and select Execute.
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Application: LSMW LSMW Date created: 6/23/04Page 46
81. Select the Change icon.82. Highlight the line item and choose “Create Source Field” button.
a. You must do this for all fields listed!!
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Application: LSMW LSMW Date created: 6/23/04Page 47
83. After you select the Create Source Field button, a screen will appear similar to above. Double click on the correct source field.
a. Repeat for all fields!!!
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Application: LSMW LSMW Date created: 6/23/04Page 48
84. You may receive the above message. Enter through. This is just a message stating that the source field length is longer than the field in SAP. It is not an error.
85. Ensure the source fields are in the same order as the fieldmapping list. If not, move back to step 4 and fix.
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Application: LSMW LSMW Date created: 6/23/04Page 49
86. After you have assigned all fields, the screen should look similar to above.87. Save to continue.
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Application: LSMW LSMW Date created: 6/23/04Page 50
88. Move to line 7 and Execute.
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Application: LSMW LSMW Date created: 6/23/04Page 51
89. Select Change icon and highlight the first Legacy Data line (highlighted in pink).90. Click the Create icon to assign the file for upload.
a. REMEMBER!! The file to be assigned must be saved in delimited text from Excel.
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Application: LSMW LSMW Date created: 6/23/04Page 52
91. Take a drop down on the File field to find the appropriate file.a. Enter a descriptionb. Check Tabulator buttonc. Check Field names at the beginning of the fiel
92. Select Enter to proceed.
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Application: LSMW LSMW Date created: 6/23/04Page 53
93. Save and move Back.
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Application: LSMW LSMW Date created: 6/23/04Page 54
94. Move to line 8 and Execute.
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Application: LSMW LSMW Date created: 6/23/04Page 55
95. Select Change icon and Save.
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Application: LSMW LSMW Date created: 6/23/04Page 56
95. Move to line 9 and Execute.
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Application: LSMW LSMW Date created: 6/23/04Page 57
96. Execute
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Application: LSMW LSMW Date created: 6/23/04Page 58
97. The system will give you a screen similar to the above with the number of records read.a. Select the Back icon twice to proceed.
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Application: LSMW LSMW Date created: 6/23/04Page 59
98. Move to line 10 and Execute.
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Application: LSMW LSMW Date created: 6/23/04Page 60
99. A message will appear for you to choose how many records you wish to review. Enter a range or leave blank.
100. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 61
101. You will see a screen similar to above. 102. Select the Back icon.
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Application: LSMW LSMW Date created: 6/23/04Page 62
103. Line 11 and Execute.
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Application: LSMW LSMW Date created: 6/23/04Page 63
104. Select Execute.
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Application: LSMW LSMW Date created: 6/23/04Page 64
105. A similar screen as above will appear, letting you see how many records from the upload sheet were read and converted.
106. Select the Back icon twice.
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Application: LSMW LSMW Date created: 6/23/04Page 65
107. Line 12 and Execute.
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Application: LSMW LSMW Date created: 6/23/04Page 66
108. Select Enter, leaving fields blank.
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Application: LSMW LSMW Date created: 6/23/04Page 67
109. A screen above will appear. You may select the line to view detail to ensure all data is being put into the correct fields.
110. Select the Back icon to proceed.
NOTE: If there are discrepancies in the data, for instance if a value is being entered into the wrong field.. go back to your source fields and assignments, as well as your upload sheet. This means the fields are in the wrong order.
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Application: LSMW LSMW Date created: 6/23/04Page 68
111. Line 13 and Execute.
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Application: LSMW LSMW Date created: 6/23/04Page 69
112. Select Execute.
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Application: LSMW LSMW Date created: 6/23/04Page 70
113. A message will appear similar to above.114. Select Enter.
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Application: LSMW LSMW Date created: 6/23/04Page 71
115. Line 14 and Execute.
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Application: LSMW LSMW Date created: 6/23/04Page 72
116. Highlight correct Batch Input Session and choose Process button.
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Application: LSMW LSMW Date created: 6/23/04Page 73
117. Choose the correct running modea. Process/Foreground – goes through each screen, tab and field. (not recommended)b. Display Errors Only – will only stop the upload if the system has an error, due to incorrect
data (recommended)c. Background – Completely in the background, system will go through all documents,
create the records with no errors and not create records with errors.
118. Select Process after a mode has been checked.
After the run has been completed, you may come back to this screen and choose the Analysis button to view the number of records created and/or the number of records not created.
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