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Creating Bill of Materials with Winshuttle Transaction™

This document describes how Transaction can be used to create bill of materials in the SAP® Business Suite from data in Microsoft Excel or Access. Using the SAP transaction CS01, the following example will display usage of the Transaction Do-While loop feature that can upload multi-item BOMs from Access into SAP.

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Click Go. Click New.Using Microsoft Excel with transaction code CS01 Create Bill of Materials Launch the Transaction Application from the desktop shortcut or through the Windows Start Menu. CS01 Step-by-Step Guide 2 . Enter transaction code CS01 in the Transaction Code field.

Enter appropriate User Data in the SAP Logon window. select the Lock Transaction script checkbox. This will password-protect the Transaction script. Purpose of creation. and Comments into the appropriate fields. choose Non-Batch with SAP Controls Mode. Click the Next button. The distinction of Without SAP Controls and With SAP Controls is just a matter of what tools are on the transaction screens. So. Batch Input Mode will suffice. Click the OK button. or for Finance or HR transactions in which there are Dynamic Actions executing or user parameter values being used. Enter any further properties such as Title. CS01 Step-by-Step Guide 3 . in this procedure. Record NOTE: For most transactions. preventing anyone from changing it.Choose the appropriate SAP system using the System button. Non-Batch Input Mode will be necessary. but for downloading information from SAP transactions. If you would like to lock down the editing of the Transaction script. if necessary.

These differences will be identified throughout the rest of this document. CS01 Step-by-Step Guide 4 . At this point. Press the [ENTER] key. That said. to make this process repeatable by Transaction. you are maneuvering through the transaction itself and the process should feel very natural.You will now be launched into the CS01 transaction. Enter header data into the initial screen : Material Plant BOM Usage Alternative BOM Keep in mind: The next step may be different than the manual entry process Press Enter to continue. there will be a few modifications to the process compared to how you may manually create a bill of materials. Note: The following screens may vary according to the way your SAP system has been configured.

Enter through the two detail screens for the first component. click the Save icon to save the BOM. Because of the complexity of this transaction and because we want to map to Access. CS01 Step-by-Step Guide 5 . At this point. we will choose the Create Mapping option instead.Enter the BOM Component information on the second line of the grid: Item Number Component Quantity Keep in mind: These steps will most likely be different than manual entry Click the New Entries button to enter the next item. Transaction provides a Mapper to facilitate this process. Auto Mapping will map the entire Transaction script to an Excel spreadsheet. Mapping a Transaction script is just a matter of connecting SAP fields to a data file. Map It is now time to create the mapping for this transaction.

SAP to Excel [or. In each of the rows of the Mapper.Click the Create Mapping link on the Map panel. Mapping Type – Fix Value. Excel to SAP. SAP to Access] Value – Values assigned to the SAP field. you will see: Mapper Row number – this is just a reference number Enable flag – only enabled Mapper rows will be executed by Transaction Screen / Screen Number – Technical screen information from the recorded transaction Field Description – The label associated with the SAP technical field name. if mapping to Access: Access to SAP. or values to or from the assigned data source Notes – Free-format notes to provide useful information to users of the Transaction script CS01 Step-by-Step Guide 6 . The screenshot shows the Expert Tab of the Mapper. either fixed values.

Keeping that in mind. Map the Header data first: Click the Open button from the Access Preview. It is now time to begin the mapping process. CS01 Step-by-Step Guide 7 . In this case. This displays a drop-down box to switch to Microsoft Access. we will use Access. you will see a preview screen of the selected data source. To change the Data Source. The easiest way to remember how to map is this: drag from the source of the data to the destination. we will be uploading data from Access to SAP. The Preview section will also change to reflect the choice. Open the Database and Select the Header Table.In the Data Source Preview section. click the Change Source Type link at the top of the Expert Tab.

The Do While Properties dialog box will then open.Map the fields that will constitute the header. Then click the Loop button. which can be overridden by the creator of the Transaction script. In this case. Select the name of the Line Item Table. The dialog box contains default values. and Alt BOM columns. BOM Usage. CS01 Step-by-Step Guide 8 . To allow the Access database to contain data for multiple BOM with a variable number of line items per BOM. we will insert a Loop around some Mapper rows. we will select Mapper rows 9 through 14. Continue this process for Plant. The Start row & End row fields refer to the Mapper rows contained within the Loop. Click and drag the Material Number column to row 5.

Click and Drag the Item.In the Join section of the window. Component. This shared field will designate the header and line item data that is shared by one BOM. Click the OK button on the dialog box to insert the Loop around the selected Mapper rows. Click the arrow button to save and navigate back to the next step of the process. and Quantity to the rows that match in rows 13 thru 15. The Mapper reflects the following changes as a result of inserting the Loop: The graphical depiction of the Loop around the selected lines indicates which Mapper rows will be contained within the loop. CS01 Step-by-Step Guide 9 . select the name of the field that each table shares.

If necessary. Run Click Run to start the BOM creation. CS01 Step-by-Step Guide 10 . Select the Log Result Column drop down and choose the column that SAP messages will be returned to. Click the Access icon to the right of the Select Data File field to open the mapped Access database. you can navigate back to the Mapper by clicking the Update Mapping link on the Map panel.

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