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Transaction 101 Charles Howard & Maria Simpson | Winshuttle

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Page 1: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Transaction 101

Charles Howard & Maria Simpson | Winshuttle

Page 2: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Agenda

Tips & TricksRunnerTransaction Advanced

Transaction Basics

Introduction

Page 3: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Introduction

App – Winshuttle

#WUG2014 – Twitter

SSID – wugPassword – omni14

Page 4: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Introduction

Have you ever seen Transaction or Runner before?

Yes

No

Page 5: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Introduction

If yes, please tell us your level of comfort with Transaction and/or Runner.

I've seen someone else demonstrate theproduct(s).

I've used Runner to run at least onescript to either upload or download data.

I've developed at least one simpleupload script in Transaction.

I've developed multiple scripts and haveused advanced functionality like 'loops'and 'IF statements'.

Page 6: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Introduction

What is your primary goal for attending Transaction 101?

I want to better understand thepresentations happening at the WUG togain more value from the conference.

I want an overview of how Transactionand Runner work so that I can explain itto others.

I want an overview of how Transactionand Runner work so that I can makedecisions for my organization aroundusage.

I want to build my own simple scriptsafter this session without furthertraining.

I want to build complex scripts usingadvanced functionality without furthertraining.

Page 7: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Introduction

What real world examples are you most interested in seeing demonstrated?

Material Management (MM)

Financial Accounting (FI)

Sales and Distribution (SD)

Human Resources (HR)

Page 8: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Introduction

Today’s Schedule

9:00 AM – Start

11-11:30 AM - Break

1-2 PM – Lunch

3-3:15 PM – Break

4:00 PM – Wrap-up

5:00 PM – Reception

Page 9: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Agenda

Tips & TricksRunnerTransaction Advanced

Transaction Basics

Introduction

Page 10: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

ShareWeb

Service

Transaction Basics

Use a

Template

Excel

Add-In

Map

Publish

Run

Run

Record

Page 11: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Potential Uses

Data

Maintenance

Data

Migration

Data

Creation

Test

Automation

Page 12: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

RFCs

Page 13: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

The Transaction Process

Run – Test Run - ProdMapRecordAnalyze

TransactionPrepare

Data

Prepare Create Run

Page 14: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Create Recordings From Templates• Use as is or revise

Page 15: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Recording Modes• Batch Input

• Upload only

• Non-Batch Input• Upload/Read

• Extended logging

• Long Text

Page 16: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Recording Modes• GUI Scripting

• Scrolling

• Runs in foreground

• GUI Scripting in SAP

• Winshuttle Function Module • Replace Batch /

Non-Batch

• Supports SAP SP24

and above

• Same functionality

Page 17: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Mapping – Basic Tab• Choice of data source

• Excel/Access

• Drag and drop mapping • Upload to SAP

• Read from SAP

• Column or Cell

• Auto mapping• Excel only

• Validation

Page 18: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Mapping – Expert Tab• Set filters

• Enable/Disable

• Properties• Skip Screen

• Skip Transaction

• Loop Column

• Validate by List

Page 19: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Restore Recording

Tools > Restore SAP Recording

• Restores from the .BAK file of the original recording

• Script (.TXR file) and .BAK file must be in the same folder/location

Page 20: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Run Settings

Validate

Run Options• Run Now

• Run Later• ALF

• Email Notification

Page 21: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Run Later > Run

Complete Wizard

Page 22: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Review Scheduled Jobs• Tools > Scheduler

• 2 Views

Page 23: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Additional Run Options• Run on Errors

• Step-by-Step• Stop on All Screens

• Stop on Errors

• Run on Errors

Page 24: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Advanced Run Options• Extended Log

• Column/Comment

• Skip Field Indicator• Default is \

• Use in blank Excel cells/fields

• Backup SAP data

Page 25: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Advanced Run Options• Linking Scripts

• Locate first script in “chain”

• Search for next script

• Data File Carry Settings• File

• Sheet

• Start and End Row

• Continue adding scripts as

needed

Page 26: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Options/Defaults

Tools > Options• Application Defaults

• SAP Defaults

• Auto Update

• Error Management

• ALF Management

• Prod. Server Warning

• Header Log Details

Page 27: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Publish a Transaction script• Embed a copy of the script in Excel• Bind to sheet• Description appears in drop down list

in Excel add-in

• Can have multiple scripts in one Excel template

Page 28: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Basics

Logs and ROI Information• Tools > Log Viewer

• Chart or Export

Page 29: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Agenda

Tips & TricksRunnerTransaction Advanced

Transaction Basics

Introduction

Page 30: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Advanced

Long Text• All Recording Modes

• Change Editor/Text Table

• 72 Characters Per Line

• Non-Batch Input with SAP Controls• Long Text button

• Separate mapper screen

Page 31: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Advanced

Condition Statements

Where• Expert tab

• Highlight rows

• Click Condition

• Condition Properties• Start/End Rows

Page 32: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Advanced

Condition Statements• Rows added

• Delete condition by deleting a row

Page 33: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Advanced

Condition Statements

What• IF first transaction

• IF NOT first transaction

• IF on SAP field

• IF on Index Field

• IF to Verify Text

• IF• Select Column, Operator, Value

• Compare with Column

Page 34: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Advanced

Multi-Line Item Transactions• Tables/Grids

• Screen has Header and Detail sections

• Button(s) to add a row

• Recording Tips• Analyze behavior

• Does the data in the table move up or down?

• Press Enter to make break between Header and Line Item Table

• Enter 2 items

Page 35: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Advanced

Multi-Line Item Transactions

Where• Expert tab

• Highlight rows

• Select Loop

• Loop Properties• Start/End Rows

• Column

• Identifiers

Page 36: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Advanced

Multi-Line Item Transactions• Rows added

• Template auto populated

• Delete Loop by deleting a row

Page 37: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Transaction Advanced

Index Based Loop• ALV Grids/Tables

• No button to automate adding a row

• Recording Mode: GUI Scripting

• ‘Index’ Identifier Column

Page 38: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Agenda

Tips & TricksRunnerTransaction Advanced

Transaction Basics

Introduction

Page 39: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Runner

The Runner Process

Prepare Data File

Run – Test Run - Prod

Prepare Run

Page 40: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Runner and the Excel Add-In

Run Settings• Run Rows

• Specified/Selected/Filtered

Run Options• Run Now

• Run Later

• Run on Errors

• Step-by-Step

Tools

Page 41: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Runner Excel Add-In

Two Script Options• From blank Excel Template

• Excel > Winshuttle > Add-In

• Search

• All scripts

• From Published Excel Template • Locate template > Winshuttle > Add-In

• Drop down menu

• Only scripts published to that template

Page 42: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Agenda

Tips & TricksRunnerTransaction Advanced

Transaction Basics

Introduction

Page 43: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Tips & Tricks

- Practice with the SAP transaction so the recording will be repeatable

- Prepare your data in advance

- Test with at least 2 or 3 rows of data

- Always use a non-production systemwhen creating/testing a new script

Page 44: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Tips & Tricks

Script Components

Page 45: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Tips and Tricks

Expert Tab• Add Screens

• Add Fields

• Change OK Codes

Page 46: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

Questions

Page 47: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

How to Get Help

Help Ribbon• Web Based Help

• Release Notes

Winshuttle Knowledge Base• https://support.winshuttle.com/hc/en-us

Page 48: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

How to Get Help

Winshuttle Global Support

Support Tickets:• https://support.winshuttle.com

• Click ‘Submit A Request’

• Complete the form > Click ‘Submit’

• Email confirmation

Email:• [email protected]

Page 49: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

How to Get Help

Winshuttle Global Support

Phone:• US: +1 (800) 711-9798

• UK: + 44 (0) 208 879 5400

• FR: +33 (0)1 85 34 18 65

• DE: +49 (0) 471 142 947 0

• IN: +91 (0) 040-49400800

Page 50: Transaction 101 - Amazon Web Services · Transaction 101? I want to better ... •Embed a copy of the script in Excel ... •Non-Batch Input with SAP Controls •Long Text button

Winshuttle User Group Conference | Fort Worth 2014

THANK YOU!