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com
Creating a material master
with
Winshuttle Transaction
This document descri!es how Transaction can !e used to create a
sales order
in the "A#$ %usiness "uite &rom data in 'icroso&t ()cel or Access
using the
"A# transaction ''01.
''01 "te*+!,+"te* -uide 2
#rocess &or using 'icroso&t ()cel with
transaction
code ''01 + 'aterial 'aster Creation
Launch the Transaction A**lication &rom the des.to* shortcut or through the
Windows "tart 'enu.
Clic. New.
(nter transaction code ''01 in the Transaction Code /eld.
Clic. Go.
''01 "te*+!,+"te* -uide 3
Choose the a**ro*riate "A# s,stem using the ",stem !utton, i& necessar,. (nter
a**ro*riate 0ser 1ata
in the "A# Logon window.
Clic. the OK !utton.
Choose a Recording Mode.
NOTE2 3or most transactions, %atch 4n*ut 'ode will su5ce, !ut &or downloading
in&ormation &rom "A#
transactions, or &or 3inance or 67 transactions in which there are 1,namic Actions
e)ecuting or user
*arameter values !eing used, 8on+%atch 4n*ut 'ode will !e necessar,. The
distinction o& Without "A#
Controls and With "A# Controls is 9ust a matter o& what tools are on the
transaction screens.
"o, in this *rocedure, choose Batch Input Mode.
(nter an, &urther *ro*erties such as Title, #ur*ose o& creation, and Comments into
the a**ro*riate
/elds.
''01 "te*+!,+"te* -uide :
4& ,ou would li.e to loc. down the editing o& the Transaction scri*t, select the Lock
TRANSACTION scri*t
chec.!o). This will *assword+*rotect the Transaction scri*t, *reventing an,one
&rom changing it.
Clic. the Net !utton.
;ou will now !e launched into the ''01 transaction.
NOTE2 The &ollowing screens ma, var, according to the wa, ,our "A# s,stem has
!een con/gured.
At this *oint, ,ou are maneuvering through the transaction itsel& and the *rocess
should &eel ver, natural.
That said, to ma.e this *rocess re*eata!le !, Transaction, there will !e a &ew
modi/cations to the *rocess
com*ared to how ,ou would manuall, create a *urchase order. These di<erences
will !e identi/ed throughout
the rest o& this document.
#ress the !ENTER" .e,.
1e*ending on ,our s,stem con/guration, enter the 'aterial 8um!er, 4ndustr,
sector, 'aterial T,*e, and
then clic. the Se#ect view=s> !utton.
Clic. the Ba$ic %ata & selection. When recording the ''01 transaction, ,ou
want to .ee* the selection
re*eata!le.
Clic. the green chec. to continue.
''01 "te*+!,+"te* -uide ?
(nter data into the /elds that will need to have data u*loaded into them. @nce all
o& the data has !een entered,
clic. the Ta! List dro* down !utton.
''01 "te*+!,+"te* -uide A
"elect the ne)t Ta! that will !e u*dated.
(nter the '#ant num!er and clic. the green chec.mar..
''01 "te*+!,+"te* -uide B
0*date the /elds on this ta! as well.
Clic. the Sa(e icon when all u*dates have !een made. This will also end the
recording.
4t is now time to create the ma**ing &or this transaction.
'a**ing a Transaction scri*t is 9ust a matter o& connecting the "A# /elds to a data
/le. Transaction
*rovides a 'a**er to &acilitate this *rocess.
Auto 'a**ing will ma* the entire Transaction scri*t to an ()cel s*readsheet.
%ecause o& the com*le)it,
o& this transaction, we will choose the Create 'a**ing o*tion instead.
Clic. the Create Mapping lin. on the 'a* *anel.
''01 "te*+!,+"te* -uide C
The screenshot !elow shows the ()*ert Ta! o& the 'a**er.
4n each o& the rows o& the 'a**er, ,ou will see2
Mapper Row Nu)*er D this is 9ust a re&erence num!er
Ena*#e +#ag D onl, ena!led 'a**er rows will !e e)ecuted !, Transaction
Screen D Technical screen in&ormation &rom the recorded transaction
+ie#d %e$cription D The la!el associated with the "A# /eld name
+ie#d Na)e D The la!el associated with the "A# technical /eld name
Mapping T,pe D 3i)ed Ealue, ()cel to "A#, "A# to ()cel For, i& ma**ing to Access2
Access to
"A#, "A# to AccessG
-a#ue D Ealues assigned to the "A# /eldH either /)ed values, or values to or &rom
the assigned
data source
Note$ D 3ree+&ormat notes to *rovide use&ul in&ormation to users o& the
Transaction scri*t
4n the 1ata "ource #review section, ,ou will see a *review screen o& the selected
data source.
To change the 1ata "ource, clic. the Change "ource T,*e lin. at the to* o& the
()*ert Ta!. This dis*la,s
a dro*+down !o) to switch to 'icroso&t Access. The #review section will also
change to reIect the
choice.
''01 "te*+!,+"te* -uide J
4n this case, we will use 'icroso&t ()cel.
4t is now time to !egin the ma**ing *rocess, so clic. on the %asic ta!.
The easiest wa, to remem!er how to ma* is this2 drag &rom the source o& the data
to the destination.
Kee*ing that in mind, we will !e u*loading data &rom ()cel to "A#.
Clic. in Column A, drag it u*, and dro* it onto row 2.
Continue across the ()cel *review !, dragging Column % u* and dro* it onto row
3, Column
C u* to row :, Column 1 u* to row A, Column ( u* to row B, and Column 3 u* to
row C.
''01 "te*+!,+"te* -uide 10
Clic. the Sa(e icons =a!ove the 'a**er and in the ()cel *review area> to save
the ()cel *review and
the Transaction scri*t.
Clic. the !lue Back arrow to e)it the 'a* screen.
4& necessar,, ,ou can navigate !ac. to the 'a* !, clic.ing the 0*date 'a**ing
lin. on the 'a* *anel.
Clic. the Ece# icon to the right o& the "elect 1ata 3ile /eld to o*en the ma**ed
()cel s*readsheet.
8otice the Log 7esult Column was automaticall, assigned the ne)t availa!le
column a&ter the last
ma**ed column.
''01 "te*+!,+"te* -uide 11
@nce our data has !een entered into the ()cel s*readsheet in the *ro*er &ormat,
it can !e run !,
Transaction.
%ac. in the Transaction window, clic. the Run !utton.
@nce the 9o! has /nished running, ,ou will see a message on the !ottom le&t
corner that it has /nished.
''01 "te*+!,+"te* -uide 12
-o to the ()cel sheet and chec. the log column. The run was success&ul and the
messages returned &rom
"A# were entered into the log column.
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''01 "te*+!,+"te* -uide 13
Winshuttle is the (7# 0sa!ilit, Com*an,, *roviding so&tware *roducts that ena!le
!usiness
users to wor. with "A# directl, &rom ()cel, We! &orms and other inter&aces
without an,
*rogramming. Winshuttle &ocuses on a sim*le &act D when using "A# a**lications,
time is
mone,. WinshuttleOs usa!ilit, solutions radicall, accelerate "A# user transactions,
saving
and redirecting millions o& dollars &or "A#Os customers ever, da,. These /nancial
!ene/ts are
achieved !, signi/cantl, reducing em*lo,ee and contractor costs and increasing
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their "A#
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