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

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Presentation on theme: " SAP AG 2003 Data Transfer Workbench Import from Microsoft Excel Opening Balances Contents: Data Migration."— Presentation transcript:

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

2  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

3  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

4  SAP AG 2003 Data Migration manual automatic

5  SAP AG 2003 SAP Business One APIAPI Legacy System EXPORTEXPORT Data Extrac- tion Data Map- ping Data Import Data Import Wizard Data Transfer Workbench Data Transfer Workbench – Complete Vision

6  SAP AG 2003 Components for Release 6.50 Data Extrac- tion Data Map- ping Data Import Data Import Wizard SAP Business One APIAPI Legacy System EXPORTEXPORT Data Transfer Workbench Microsoft Excel Templates

7  SAP AG 2003 Microsoft Excel Templates Tables OCRDBusiness Partners CRD1Business Partners - Addresses OCPRBusiness Partners - Contact Persons BusinessPartners.xlt Business Partners_Address.xlt Business Partners_ContactEmployees.xlt Microsoft Excel Templates

8  SAP AG 2003 Data Transfer Interface Microsoft Excel Templates Data Transfer Interface Create Template Import

9  SAP AG 2003 Connecting to the Database

10  SAP AG 2003 Data Import Wizard I Rollback settings

11  SAP AG 2003 Data Import Wizard II Save or Open Mapping Rules Data Import starts

12  SAP AG 2003 Log Management Log Overview Detail View

13  SAP AG 2003 Import from Excel for Items and Business Partners SAP Business One Business Partners Microsoft Excel Items SAP Business One.txt file

14  SAP AG 2003 Defining Opening Balances G/L Account 12 Business Partner 43 Stock Account 56 Opening Balance Account 1 2 34 56

15  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


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