lsmw recording steps xd01 and ks01

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Application: LSMW LSMW Date created: 6/23/04

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.

Date printed :4/10/2023

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4. Enter a description in the pop up box that appears.5. Select Enter.


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6. A subproject will appear, enter name and description as shown above.7. Select Enter.


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8. An object will appear, enter name and description as shown above.9. Select Enter.


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10. Take a drop down on Goto > Recordings (as shown above).


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11. Select the Create icon circled above.


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12. Enter a recording name and description. 13. Select Enter.


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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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Also, pay attention to the ne3xt step

The above area can cause some mapping problems if not careful.


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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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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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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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23. Select Enter.


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24. Select Enter.


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25. Select Enter.


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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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28. Enter reconciliation account.29. Enter posting key 002.30. Enter a previous account number.31. Select Enter.


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32. Enter Payment Terms.33. Check Rec. pmt hist.34. Payment methods.35. Select Enter.


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36. Enter Acct Clerk.37. Select Enter.


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38. Select Enter.


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39. Select Enter.


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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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45. Enter 1 in the tax field.46. Select Enter.


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47. Select Enter.


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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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50. Select Enter and double click on the USE_ZAV line.


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51. Enter information above.52. Select Enter.


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53. Scroll down until you find the first ZTERM line. Double click on this field.


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54. Enter a 1 at the end of the ZTERM name as shown above. 55. Select Enter.


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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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58. Select the Back icon.


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59. To begin the upload transactions to bring the recording together, select the Execute icon circled above.


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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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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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66. Select the Execute icon circled above.


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67. Select the Change icon.68. Select the Create icon.


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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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71. Save and after save successful message appears on bottom of screen, select the Back icon.


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72. Select Execute.


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73. Select the Change icon and then the Create icon.


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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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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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76. Move the checked box down to line 4. 77. Select Execute.


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78. Select the Change icon and Save.79. Move back using the back icon.


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80. Make sure the check is on line 5 and select Execute.


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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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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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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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86. After you have assigned all fields, the screen should look similar to above.87. Save to continue.


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88. Move to line 7 and Execute.


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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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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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93. Save and move Back.


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95. Select Change icon and Save.


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96. Execute


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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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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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101. You will see a screen similar to above. 102. Select the Back icon.


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103. Line 11 and Execute.


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104. Select Execute.


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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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108. Select Enter, leaving fields blank.


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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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112. Select Execute.


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113. A message will appear similar to above.114. Select Enter.


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116. Highlight correct Batch Input Session and choose Process button.


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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.


lsmw recording steps xd01 and ks01

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