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SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration
15

SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

Dec 31, 2015

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Page 1: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

Data Transfer Workbench

Import from Microsoft Excel

Opening Balances

Contents:

Data Migration

Page 2: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

Describe the different options for data migration

Use the Data Transfer Workbench to migrate business data from Microsoft Excel to SAP Business One

Import Items and Business Partner directly from Microsoft Excel into SAP Business One

Post opening balances

At the conclusion of this unit, you will be able to:

Data Migration: Unit Objectives

Page 3: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

World of Sports sells a large number of different items to its customers. Since they used a different ERP-System before, all the data is available electronically and they wish to migrate the data into SAP Business One.

Data Migration: Business Scenario

Page 4: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

Data Migration

manual

manual

automatic

Page 5: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

SA

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E X P O R T

Data Extrac-

tion

Data Map-ping

Data Import

Data Import Wizard

Data Transfer Workbench

Data Transfer Workbench – Complete Vision

Page 6: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

Components for Release 6.50

Data Extrac-

tion

Data Map-ping

Data Import

Data Import Wizard

SA

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Data Transfer Workbench

Microsoft Excel

Templates

Page 7: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

Microsoft Excel Templates

Tables

OCRD Business Partners

CRD1 Business Partners - Addresses

OCPR Business Partners - Contact Persons

BusinessPartners.xlt

Business Partners_Address.xlt

Business Partners_ContactEmployees.xlt

Microsoft Excel Templates

Page 8: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

Data Transfer Interface

Microsoft Excel Templates

Data Transfer Interface

Create Template

Import

Page 9: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

Connecting to the Database

Page 10: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

Data Import Wizard I

Rollback settings

Page 11: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

Data Import Wizard II

Save or Open Mapping Rules

Data Import starts

Page 12: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

Log Management

Log Overview

Detail View

Page 13: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

Import from Excel for Items and Business Partners

SAP Business One

Business Partners

Microsoft Excel

Items

SAP Business One

.txt file .txt file

Page 14: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

Defining Opening Balances

G/L Account

1 2

Business Partner

43

Stock Account

5 6

Opening Balance Account

12

34

56

Page 15: SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration.

SAP AG 2003

Describe the different options for data migration

Use the Data Transfer Workbench to migrate business data from Microsoft Excel to SAP Business One

Import Items and Business Partner directly from Microsoft Excel into SAP Business One

Post opening balances

You are now able to:

Data Migration: Unit Summary