7 Steps to Properly Upload Data into SAP

SAP has been growing in popularity for almost all kinds of business and industries. This is due to the fact that SAP has been the service provider for many companies’ data and software management. More specifically, SAP Business Objects is a portfolio of applications and software tools that are specifically designed to help and maximize business performance by centralizing information and business processes and making them available for various networks in the company.

However, many small and big corporations are still using Excel Worksheets to store their corporate data. It takes so much time, energy and resources for these IT personnel to manually input the data into SAP. Manual re-entry causes errors that can cause inconvenience and inaccurate reports for those who will need the information. The operations and administrative personnel of these IT departments are constantly bombarded by requests from the other departments to upload their own Excel spreadsheets into SAP.

This article will discuss the automation processes of uploading Excel worksheets into SAP. This will benefit IT specialists who are required to do the following tasks: to stop or at least reduce the manual entry of data during upload sessions to SAP, to look for more effective and faster means to provide data to users, and to help the company save resources when using SAP as the central data management system.

Tip No. 1: There is no need for programming. This can only mean more expense for the company especially if you are only going to use the software once a year. One can opt to use these SAP-provided tools: CATT, BDC, LSMW or third-party software tools like Winshuttle’s TxShuttle.

Tip No. 2: Spreadsheets should not be uploaded directly into existing SAP tables. You can use the above-mentioned SAP tools and Winshuttle instead. Uploading directly to SAP tables negates all the validation processes when you create data during everyday SAP transactions.

Tip No.3: Use the record-map-run strategy. This three-step method is your guide to uploading Excel spreadsheet data into SAP. Using the same tools mentioned in tip number one will make this strategy work. First, a recording will occur during a SAP transaction wherein data will be uploaded into the system. Next, a mapping step will happen wherein all the SAP data fields are mapped into specific and corresponding Excel fields. Then, the system will run all the needed processes to transfer the data needed to be uploaded.

Tip No. 4: Always have a check and balance method so that the company will provide specific access rights to different employees instead of having only one IT specialist maintaining all SAP transactions.

Tip No. 5: Keep your information in basic Microsoft Excel format. This will make the upload process faster and simpler. Again, you can use Winshuttle’s TxShuttle.

Tip No. 6: Use the outside-in approach wherein the tools not included by SAP are used to bring in outside information into the system rather than the other way around.

Tip No. 7: Provide adequate training to all frequent users of SAP. These users should be able to know how to do the uploading by themselves without any assistance from the IT department. This will enable the IT personnel to be more efficient in their various roles and responsibilities. SAP also has SDN which means SAP Developer Network. This is the online community for SAP users and developers. They have forums and sharing portals wherein they can discuss and share various information, techniques and basically tricks and tips that are needed by using SAP anywhere in the world.

For small and medium enterprises, SAP Business One is the recommended software for important resource planning. With larger enterprises, there is SAP NetWeaver Business Warehouse. The users will benefit from the informative search features in this system.

Lastly, for those companies in need of specially designed reports for frequent use, there is such a thing as Crystal Reports. Crystal Reports is a powerful software that has interactive reports that can be connected to any data source. This software includes Xcelsius Engage which is helpful for those who require forecasting-based information.

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