Creating a material master with Winshuttle Transaction™

This document describes how Transaction can be used to create a sales order in the SAP® Business Suite from data in Microsoft Excel or Access using the SAP transaction MM01.

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Enter transaction code MM01 in the Transaction Code field. Click Go.Process for using Microsoft Excel with transaction code MM01 .Material Master Creation Launch the Transaction Application from the desktop shortcut or through the Windows Start Menu. Click New. MM01 Step-by-Step Guide 2 .

and Comments into the appropriate fields. Non-Batch Input Mode will be necessary. The distinction of Without SAP Controls and With SAP Controls is just a matter of what tools are on the transaction screens. but for downloading information from SAP transactions. MM01 Step-by-Step Guide 3 . in this procedure. So. Enter appropriate User Data in the SAP Logon window. Click the OK button. Purpose of creation. Batch Input Mode will suffice. NOTE: For most transactions. choose Batch Input Mode. or for Finance or HR transactions in which there are Dynamic Actions executing or user parameter values being used. Choose a Recording Mode.Choose the appropriate SAP system using the System button. Enter any further properties such as Title. if necessary.

select the Lock TRANSACTION script checkbox. preventing anyone from changing it. That said. you are maneuvering through the transaction itself and the process should feel very natural. Material Type. enter the Material Number. Click the Basic Data 1 selection. Click the Next button. and then click the Select view(s) button. Press the [ENTER] key. This will password-protect the Transaction script. NOTE: The following screens may vary according to the way your SAP system has been configured. to make this process repeatable by Transaction. Click the green check to continue. Industry sector. You will now be launched into the MM01 transaction. When recording the MM01 transaction. At this point. Depending on your system configuration. These differences will be identified throughout the rest of this document. there will be a few modifications to the process compared to how you would manually create a purchase order. MM01 Step-by-Step Guide 4 . you want to keep the selection repeatable.If you would like to lock down the editing of the Transaction script.

MM01 Step-by-Step Guide 5 . click the Tab List drop down button. Once all of the data has been entered.Enter data into the fields that will need to have data uploaded into them.

MM01 Step-by-Step Guide 6 . Enter the Plant number and click the green checkmark.Select the next Tab that will be updated.

Click the Save icon when all updates have been made. MM01 Step-by-Step Guide 7 .Update the fields on this tab as well. Mapping a Transaction script is just a matter of connecting the SAP fields to a data file. It is now time to create the mapping for this transaction. Click the Create Mapping link on the Map panel. Auto Mapping will map the entire Transaction script to an Excel spreadsheet. This will also end the recording. Transaction provides a Mapper to facilitate this process. we will choose the Create Mapping option instead. Because of the complexity of this transaction.

The screenshot below shows the Expert Tab of the Mapper. MM01 Step-by-Step Guide 8 . SAP to Access] Value – Values assigned to the SAP field. or values to or from the assigned data source Notes – Free-format notes to provide useful information to users of the Transaction script In the Data Source Preview section. if mapping to Access: Access to SAP. To change the Data Source. either fixed values. you will see: Mapper Row Number – this is just a reference number Enable Flag – only enabled Mapper rows will be executed by Transaction Screen – Technical screen information from the recorded transaction Field Description – The label associated with the SAP field name Field Name – The label associated with the SAP technical field name Mapping Type – Fixed Value. This displays a drop-down box to switch to Microsoft Access. click the Change Source Type link at the top of the Expert Tab. SAP to Excel [or. Excel to SAP. The Preview section will also change to reflect the choice. In each of the rows of the Mapper. you will see a preview screen of the selected data source.

The easiest way to remember how to map is this: drag from the source of the data to the destination. we will use Microsoft Excel. Column D up to row 6. Continue across the Excel preview by dragging Column B up and drop it onto row 3. Column E up to row 7. Click in Column A. Keeping that in mind. drag it up. MM01 Step-by-Step Guide 9 .In this case. and drop it onto row 2. Column C up to row 4. so click on the Basic tab. we will be uploading data from Excel to SAP. and Column F up to row 8. It is now time to begin the mapping process.

Click the Excel icon to the right of the Select Data File field to open the mapped Excel spreadsheet. Notice the Log Result Column was automatically assigned the next available column after the last mapped column. If necessary. Click the blue Back arrow to exit the Map screen. MM01 Step-by-Step Guide 10 . you can navigate back to the Map by clicking the Update Mapping link on the Map panel.Click the Save icons (above the Mapper and in the Excel preview area) to save the Excel preview and the Transaction script.

click the Run button. MM01 Step-by-Step Guide 11 . it can be run by Transaction.Once our data has been entered into the Excel spreadsheet in the proper format. Back in the Transaction window. you will see a message on the bottom left corner that it has finished. Once the job has finished running.

MM01 Step-by-Step Guide 12 . The run was successful and the messages returned from SAP were entered into the log column.Go to the Excel sheet and check the log column. France Maisons-Alfort. These financial benefits are achieved by significantly reducing employee and contractor costs and increasing resources to address more strategic priorities. Corporate Headquarters Bothell. Germany.winshuttle. time is money. providing software products that enable business users to work with SAP directly from Excel. Tel +44 (0) 208 704 4170 Fax +44 (0) 208 711 2665 www. France. Winshuttle focuses on a simple fact – when using SAP applications. Thousands of customers use Winshuttle to make their SAP lives easier. France Tel +33 (0) 148 937 171 Fax +33 (0) 143 683 768 www. and India. For more information. Winshuttle has offices in the United Kingdom.Winshuttle is the ERP Usability United Kingdom Winshuttle’s usability solutions radically accelerate SAP user transactions. Germany Tel +49 (0) 471 140840 Fax +49 (0) 471 1701902 www. India Tel +91 (0) 172 465 5941 www. Web forms and other interfaces without any programming. WA Tel + 1 (800) 711-9798 Fax + 1 (425) 527-6666 Germany India Research & Development Chandigarh. saving and redirecting millions of dollars for SAP’s customers every day. visit www. MM01 Step-by-Step Guide 13 .winshuttle-software. Washington. Headquartered in Bothell.

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