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UPDATE: Check the NEW SAP S/4HANA 2020 System Conversion Steps & Details – How to be
prepared Blog
This document aims to guide our customers in preparing the landscape when they are planning to
carry out a conversion to SAP S/4HANA. Some activities can be started early in the current
environment and will be very effective in making the conversion more efficient.
There are some activities you may not be aware and can make the difference on time decision when
you run a conversion.
• Possible Pre-Projects
• How to start and run conversion activities
• Important tools supporting your transition to SAP S/4HANA
• Key Success Factors
• Key General Recommendations
Possible Pre-Projects
Customer / Vendor Integration
CVI Implementation: is a prerequisite for converting an SAP ERP system to an SAP S/4HANA
system.
Start as early as possible to avoid being critical path, finish CVI mass synchronization before S/4
Conversion
Action:
• It is very important read and follow the official documentation SAP S/4HANA Cookbook CVI.
• You can find updated detailed information in this step by step guide provided by Blog BP
and CVI in SAP S/4HANA System Conversion
• Review SAP Note 2713963 – FAQ: CVI – Customer Vendor Integration for system conversion
to S/4HANA
Settlement Management
Completely new, replacing SD and MM rebate processing: SAP S/4HANA settlement
management uses Central Contract Administration as the single point of entry for contract data and
contract related conditions for:
Action:
MRP Areas
MRP Planning Environment: In S/4HANA, the MRP logic was simplified. MRP area is active by
default and cannot be deactivated.
SAP S/4HANA MRP only plans on plant and MRP area level, and planning on storage location level is
no longer supported in SAP S/4HANA.
Based on the MRP pre-checks some activities work items have to be realized in the Material
Requirements Planning.
Here you will see the most important activities related to MRP areas in the preparation for a system
conversion to S/4HANA
Action:
• Planning files conversion: Go to transaction OM0F or SE38 program RMDBVM00 and run the
conversion of planning files.
• Activate MRP areas in Customizing for MRP :(transaction OM01) With this activation, the
field ‘MRP area’ is also offered for selection in the transactions of the material requirements
planning and production planning.
• Run report MRP_AREA_STORAGE_LOC_MIGRATION: Implement SAP note 2216528 and
based on the results create the missing MRP Areas.
• Check of MRP types for MRP-Planning & custom code
• Test and Train the final users that will be affected
Data Management
Archiving and housekeeping: Archiving is the basis for data management
Benefits:
• Resolves memory space and performance problems caused by large volumes of transaction
data
• Ensures that data growth remains moderate so that the database remains manageable in the
long term
• Ensures that companies can meet the legal requirements for data storage in a cost-efficient
manner
• Because archived data has only been removed from the database and not from the
application component itself, the data is always available.
• Manage end-of-life of data/system using SAP Information Lifecycle Management (ILM)
(optional)
Do housekeeping, data that is included in tables with mainly technical content need a strategy to
delete outdated and unnecessary data:
• Communication
• Logging, tracing
• Administration
• Analysis
• Metadata
• Staging
• Auditing
Action:
• Identify the tables that are critical for archiving and start the archiving activities
• Check the Data Management Guide available in the Data Volume Management area. SAP
Note 2243625 provides SAP Enterprise Support offerings in the context of data volume
management.
• Review technical tables and start housekeeping activities follow-up with SAP Note 2388483
• Check Data on Readiness Check
• Check SAP Note 1872170
Add-ons
Preparation and Management: Add-Ons are used to extend SAP Business Suite functionality. In
general Add-Ons are available with an individual strategy and
gap to the release date of every SAP S/4HANA version.
• Technical classification: ERP Add-On, NetWeaver Add-On, CRM Addon, SRM Add-On, etc.
• Organizational classification: Globalization Add-On, Industry Add-On, etc.
• Vendor Classification: SAP Add-On, 3rd party Add-On
• Side-by-side usage
• Co-deployment
Action:
• If you plan to use the add-on on S/4HANA in a co-deployment scenario check SAP Note
2834099, to see if the add-on is compatible with your target S/4HANA Release
• If an add-on is no longer required, please check with the vendor if a package for uninstalling
the add-on is available.
• If no information is available, please contact the vendor directly to confirm that the
respective add-on is released for SAP S/4HANA for your target release. Ask your partner to
join Early Adopter Program with ICC if you are interested in the usage of the add-on in a
future release
• There may be licensing implications regarding the upgrade of an add-on to a compatible SAP
S/4HANA version of the add-on. Please check with SAP and the respective vendors of the
3rd party add-ons for potential license implications when converting to SAP S/4HANA
• Check SAP Note 2011192 about uninstalling ABAP add-ons
• Check compatible Add-ons on SAP Note 2214409
Business Functions
Validate status for S/4HANA target release: SAP S/4HANA business functions can have the
following status:
• ALWAYS_ON
• CUSTOMER_SWITCHABLE
• ALWAYS_OFF
Business function switched on in the start release system (ERP) but defined as ALWAYS_OFF in SAP
S/4HANA, will include functionality not available with this release at the current point in time.
Strategies of the business function can change between S/4HANA feature package releases and
S/4HANA releases
The following SAP Notes provide a list of business functions:
Action:
• Validate that the current switch on business functions in your productive system are
compatible with S/4HANA see SAP notes 2240359 and 2240360
• If the there is a business function in the ALWAYS_OFF classification and no longer used in
the system there is no general way to deactivate it, even if the Business Functions has been
classified as reversible
• In exception to the above statement, there are a few selected Business Functions which are
classified as ALWAYS_OFF and where the responsible application development explicitly
supports deactivation even in a productive environment via a special procedure. See the list
of exception included in the text of SAP Note 2240359 and plan to execute this special
procedure in a pre-project before the conversion
In case a deactivation is necessary, you will lose the specific functionality and data behind those
Business Functions.
See the individual SAP Notes for a detailed description of the boundary conditions and possible side
effects of the deactivation per business function.
Version Interoperability
Validate Version interoperability between SAP S/4HANA and SAP NetWeaver
Systems: Software updates or release upgrades should be possible for individual systems in a
landscape without the need of updating or upgrading other connected systems simultaneously or
delayed.
All existing cross-scenarios with those connected systems – using the same existing functionality –
should work after the update or upgrade of the individual system if they fulfill the interoperability
requirements
Action:
• Validate the version interoperability in your system landscape with the system you want to
transition to S/4HANA. Check SAP Note 2251604
• Check potential dependencies for older releases of SAP products, please use the Upgrade
Dependency Analyzer (UDA).
• Plan the necessary pre-project to keep the system interoperability in your current system
landscape
Although the check does not have any business impact, if one or more systems need to be upgraded
then it would require further analysis on the business impacts according to the system that needs to
be maintained. You can run SAP Transformation Navigator to check impacts on landscape
• Start with a custom code evaluation, track the usage to the available custom code in
production. ABAP Call Monitor (SCMON) or Usage Procedure Log (UPL) in your production
system to find out, which custom ABAP objects are really used within your running business
processes. Or use the new transaction SUSG to aggregate usage data recorded by SCMON. See
SAP Note 2643357 for supported SAP_BASIS releases, the installation instructions of SUSG
and the SAP Note 2701371 for using the SUSG. You should collect usage data for a longer
period of time (at least one year) to get really reliable results for not productively used code.
• If the system is not yet Unicode adapt code to Unicode.
• Check custom code for SAP HANA compatibility
• Check custom code against Simplification database, if possible, start addressing S/4HANA
compatibility. Setup ATC to do these checks
• More information available in Custom Code Adaptation Process document
The SCMON or UPL has no impact on the performance of your production system
Some business impact might be expected according to the additional adaptations if not tested
correctly
Action:
Customers have enough time to transition safely from SAP ERP to SAP S/4HANA, but it is imperative
to be proactive and plan transition to adopt SAP S/4HANA and other strategic solutions (SAP IBP,
SAP DMC, and so on) in good time.
Action:
• If an alternative capability exists for the relevant compatibility scope when you start the
project, we recommend that customers adopt the alternative as soon as they move to SAP
S/4HANA.
• An alternative capability is currently only planned for parts of the relevant compatibility
scope. In this case it will be adopted as part of an upgrade after the alternative has been
provided.
• Check SAP Note 2269324
Those are some pre-projects you can start in advance on your actual ERP and take advantage to run
the conversion. If you are already prepared you can start with the topic about How to start
conversion activities.
Use SAP Readiness Check to help you plan and evaluate your project activities.
There are some conditions that may avoid you to run a conversion and you must check it in advance
to make sure your production environment can be converted, because of this, please follow these
activities in order:
Start with maintenance Planner: there you can validate some important tasks that will give you
readiness about:
• If your actual product version is ready for the conversion
• If you have to take action on your Add-ons
• Some Business Functions take can avoid you to do a conversion
Run the Maintenance planner check where you will have a form with the results of this items, with
the conversion status semaphore, if you receive a red flag means that your conversion may not be
performed, the document generated will show the problems identified.
Run SUM Pre-requisite check: Additionally you can execute the SUM Pre-requisite check, after the
package download on Maintenance Planner, you can run this check in order to validate:
• Source OS version
• Source database version
• SPAM patch level
This check will be executed at first time you start the tool to perform a conversion and make
necessary checks to validate the readiness of OS, Database and SPAM.
Create ERP SandBox using Production Data: This activity is important in order to make sure your
production environment can be converted, development, quality and production system may have
different components and product version, by some parallel projects that can be under validation in
development and quality system and are not yet on production, because of this, we must be sure that
at end of project the production environment can be converted.
When you run this copy and perform the conversion, do not expect good results on conversion if you
do not have hardware like production, evaluation of downtime expectation can only be made on
similar or equal conditions.
During and after this execution document every action on a Run Book, this guide will help you to
reproduce all steps and solve similar problems when you run again the conversion on your
development environment.
Remember that after conversion, some logged data related to conversion preparation will not exist
anymore.
SandBox conversion: On this step will run the most important steps for the readiness of your
conversion, first check if you considered any of possible Pre-Projects we mentioned previously:
• Data Management
• Add-ons
• Business Functions
• Version Interoperability
• Custom Code Related Activities
• SAP Fiori Adoption
• SAP S/4HANA Compatibility Scope
• Customer Vendor Integration – CVI Conversion
• Settlement Management
• MRP Areas
At this phase it’s very important to run the Simplification Item Check tool, it should be run by the
customers manually in advance and will be run by SUM when starting the conversion. The tool
checks if serious issues exists in the system which could cause the system conversion/upgrade to fail
You must solve all pending items in red and yellow, instead of this when SUM Tool starts and find
some inconsistencies your conversion process will stop, and no further action will be possible unless
you solve it.
When running a conversion, remember you are converting the entire system and all existing clients
on system, so, run the Simplification Item Check Tool in all clients and solve all inconsistencies, if
other clients are not necessary you can delete them, including client 066. Remember, lower data,
lower downtime.
The SUM Tool will under Business Downtime performs the Data Migration, Software Update and
Data Conversion as part of Technical Downtime, some functional steps are necessary to be
completed before finishing the Business Downtime and release environment for end users like:
At this point on SandBox is very important to practice and capture learning of System Conversion
steps involved to:
• Estimate time taken for the different steps involved in System Conversion
• Effort Estimate matrix for resources like Basis, Functional and Development
• Detail project planning of System conversion of customer landscape
• Customer should be aware that when approaching the ERP Development system conversion,
ERP Development system will not be available for fixes to be carried in current ERP
Production system (Customer Code Freeze)
• Project to categorize data inconsistency tasks and conduct cleanup in productive landscape
• And finally, to complete conversion with Post Steps
Make sure all steps are completed, make necessary adjustments before starting it on Development, if
necessary, run a second SandBox conversion copy from production to practice the recent lessons
and activities captured from this execution, validate your Run Book.
Starting your Development System Conversion: Depending of your Project duration, some time
may have passed since your conversion on Sandbox, you have to start this activity by running the
Maintenance Planner for your development system and may download a newer version of SUM Tool,
if this is the case, plan to use the same version during the maintenance of it for Development, Quality
and Production environments. As a best practice stack file for all the system in landscape should be
created on the same day as there are solution updates happening very frequently in the maintenance
planner, make sure the system update was freeze during this period.
So you will start again with the steps you performed and learned on SandBox, Pre-Check, Custom
Code Check and Analysis and Application Preparation among others already mentioned here, make
sure you released transport requests from ERP Development system and no red and yellow items
exists on Simplification items Check Toll before starting SUM Tool Downtime.
Development Conversion: Again, as executed on SandBox, this step will be performed by SUM Tool
to do Data Migration, Software Update and Data Conversion as part of Technical Downtime and all
mentioned functional steps that are necessary to be completed conversion:
It’s very important to say that some conversion activities related to Finance and Material Ledger are
performed only after technical downtime, still under Business Downtime and the efforts depends of
amount of Customer data, this validation measure is very important in terms of downtime
availability
At end of this schedule the standard Jobs and release the transport requests that might be created
during this step.
Starting your Quality System Conversion: as first step for this activity it’s very important to have
good data quality, this means you need data very similar to production environment.
we strongly recommend you to carry out a Refresh of Production data into the Quality System, them,
import Pre-Check Transport Requests in ERP Quality environment, run the Simplification Items
Check Tool again in all existing clients and solve inconsistencies.
Apply the lessons learned and activities registered on your Run Book
Customers should be aware that when approaching the ERP Quality system conversion, ERP
Development and ERP Quality system will not be available for fixes to be carried in current ERP
Production system, this is why we recommend Customer Code Freeze, or to have a separate track to
support your ERP Production system during this phase.
Quality Conversion: Customer reached the SUM Tool, remembering that here will be performed
Data Migration, Software Update and Data Conversion, remember to:
Starting your Production System Conversion: Import Pre-Check Transport Requests in ERP
Production environment, run Simplification Item Check Tool again for all clients, and resolve any
existing inconsistencies prior starting the conversion, them, import the requests and follow your
Run Book / Cutover Plan activities.
At this point you must be very familiar with all previous activities and steps mentioned before,
reproduce every task, check it, remove any existing inconsistencies and customer will be ready to
start the Business Downtime for the production environment where Data Migration, Software
Update, Data Conversion will happens, again:
Import FIN preparation transports and FIN data migration
Any Miss-match found between configuration and development objects between S/4HANA
Development System and S/4HANA Quality system should be redone in S/4HANA Development
system and transport requests should be generated for same all the way into S/4HANA Quality and
Production system
Testing in S/4HANA solution with/without Fiori need to be done extensively by Customer Users in
different systems
Do not forget to continue schedule standard Jobs, now you can do the final user validation and
release end users for production usage of your recently converted SAP S/4HANA
This is not the last step, here starts your Landscape Governance, do not forget to keep your system
updated.
Planning phase
SAP Transformation navigator: is a complimentary, free self-service tool which guides you
through your digital transformation by generating a product road map of
recommended SAP solutions tailored to your business, this is SAP Official recommendation for your
landscape
Roadmap Viewer: is a cloud extension of SAP Solution Manager and part of the SAP Activate
innovation adoption framework. It provides access to general or solution-specific
implementation roadmaps (for example, for transitioning to SAP S/4HANA or
implementing SAP S/4HANA Cloud
SAP S/4HANA Readiness Check: is a tool designed to assist Customers with planning and
preparation activities necessary to convert an SAP ECC system to SAP S/4HANA. Customers can
execute to verify different aspects of an existing SAP ERP system.
Simplification Item Catalog: is a tool listing all incompatible or disruptive changes that occur in
SAP S/4HANA when switching from SAP ERP or a previous SAP S/4HANA version, which could cause
incompatibility problems on system.
Preparation Phase
Maintenance Planner: is the successor of Maintenance Optimizer of SAP Solution Manager,
Maintenance Planner is the central tool to plan updates, upgrades, or new installations in your
system landscape.
Simplification Item Checks: The Simplification Item Check performs the relevancy and
consistency checks based on the content in the Simplification Item Catalog, also integrated with
SAP Readiness Check triggers the Simplification Item Check together with other checks and present
the results in one unique dashboard
ABAP Test Cockpit: is a new ABAP source code analysis and code quality toolset which allows you
to run static code checks and unit tests for your ABAP programs. This means you can reuse your
custom Code Inspector checks and variants in the ABAP Test Cockpit.
Realization Phase
SUM: Software Update Manager is the tool responsible for the entire conversion steps, from system
validation and creation of your shadow instance to perform Data Migration, Software Update and
Data Conversion.
Migration Monitor: Helping customers to cross check the system readiness before up time.
Also check this Blog: SAP S/4HANA 1909 Post Conversion Tips and Suggestions
Thank you,