Customer Master Creation - Transaction Code XD01

Summary
This document describes how Winshuttle TRANSACTION™ can be used for customer master creation
in the SAP® Business Suite from data in Microsoft Excel using SAP transaction XD01.

Winshuttle, Inc.
Bothell, WA USA
+ 1 (800) 711-9798
www.winshuttle.com

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Process for using MS Excel with transaction code XD01 - Customer Master Creation

Launch the Winshuttle TRANSACTION™ Application from the desktop shortcut

or through the Windows Start Menu.

Click New.

Enter transaction code XD01 in the Transaction Code field.

Click Go.

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Choose the appropriate SAP system using the System button, if necessary. Enter appropriate User Data in the
SAP Shuttle Logon window.

Click the OK button.

Choose a Recording Mode.

NOTE: For most transactions, Batch Input Mode will suffice, but for downloading information from SAP
transactions, or for Finance or HR transactions in which there are Dynamic Actions executing or user parameter
values being used, 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.

So, in this procedure, choose Batch Input Mode.

Enter any further properties such as Title, Purpose of creation and Comments into the appropriate fields.

If you would like to lock down the editing

of the SHUTTLEfile, select the Lock
SHUTTLEfile checkbox. This will password-
protect the SHUTTLEfile, preventing
anyone from changing it.

Click the Next button.

You will now be launched into the XD01

transaction.

NOTE: The following screens may vary

according to the way your SAP system has
been configured.

At this point, you are maneuvering through

the transaction itself and the process
should feel very natural.

That said, to make this process repeatable

by TRANSACTION there will be a few
modifications to the process compared to
how you would manually create a purchase
order. These differences will be identified
throughout the rest of this document.

Press the [ENTER] key.

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Depending on your system configuration, enter data in all required fields.
Click the green check or press enter to continue.

Enter data into the fields that will need to have data uploaded into them.
Once all of the data has been entered, click the Display Next Tab Page button.

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Continue to enter data into the appropriate fields and click the Display Next Tab Page button.1

Continue through the tab pages and click the Save button to end the recording

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It is now time to create the mapping
for this transaction.

Mapping a SHUTTLEfile is just a

matter of connecting SAP fields to
a data file. TRANSACTION provides a
Mapper to facilitate this process.

Auto Mapping will map the entire

SHUTTLEfile to an Excel spreadsheet.
Because of the complexity of this
transaction, we will choose the
Create Mapping option instead.

Click the Create Mapping link on the

Map panel.

The screenshot to the right shows the

Expert Tab of the Mapper.

In each of the rows of the Mapper,

you will see:
• Mapper Row Number – this is just a
reference number
• Enable Flag – only enabled Mapper
rows will be executed by TRANSACTION
• Screen / Screen Number – Technical
screen information from the recorded
transaction
• Field Description – The label associated
with the SAP technical field name.
• Mapping Type – Fix Value, Excel to SAP,
SAP to Excel [or, if mapping to Access:
Access to SAP, SAP to Access]
• Value – Values assigned to the SAP
field; either fixed values, or values to
or from the assigned data source
• Notes – Free-format notes to provide
useful information to users of the
SHUTTLEfile

In the Data Source Preview section, you will see a preview screen of the selected data source.

To change the Data Source, click the Change Source Type link at the top of the Expert Tab. This displays a
drop-down box to switch to Microsoft Access. The Preview section will also change to reflect the choice.

In this case, we will use Excel.

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It is now time to begin the mapping
process.

The easiest way to remember how to

map is this: drag from the source of
the data to the destination.

Keeping that in mind, we will be

uploading data from Excel to SAP.

Drag Column A up and drop it onto

row 1.

Continue across the Excel preview

by dragging Column B up and drop
it onto row 3, Column C up to row 4,
and Column D up to row 5.

Click the Save icons to save the Excel preview and the SHUTTLEfile.
Click the Blue Back arrows to exit the Map screen.

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If necessary, you can navigate back
to the Map by clicking the Update
Mapping link on the Map panel.

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.

The data has been entered into the

Excel spreadsheet in the proper
format and can now be run by
TRANSACTION.

Back in the TRANSACTION window,

click the Run button.

The run is successful and the messages returned from SAP are entered into the log column.

Winshuttle, Inc. provides software products that enable business users to work with SAP directly from Excel, Web forms and other interfaces
without any programming. SAP users often struggle to effectively run the complex business processes supported by SAP. Winshuttle solves this
problem by offering familiar interfaces to SAP, which improves productivity and saves customers significant time and money. Winshuttle’s suite
of solutions work with all SAP modules, enabling both business and IT users to solve any SAP data or business process challenge by securely
expanding SAP interactions to both employees and partners. Hundreds of global customers use Winshuttle to make their SAP lives easier. For more
information, visit www.winshuttle.com.

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