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Page 1: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

1

Transaction Intermediate

Bill WisemanShelby Murrell

Page 2: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

2

Course Objectives

• Gain familiarity with the intermediate use of Winshuttle Studio Transaction

• Adding functionality to Winshuttle Studio Transaction scripts

• Adding functionality to Winshuttle Studio Runner Templates

• Who knows Atlanta trivia?

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3

Agenda

• Mapping - Expert Tab

– Create a Loop

– Allowed Values

– Transform

– Skip Screen

– Add Long Text

– Add Attachment

• Running – Advanced Options

• Runner and the Excel Add-In

Page 4: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

4

Mapping

• Expert View

Page 5: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

5

Speaking of Loops..this road is referred to as the Loop in Atlanta?

Page 6: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Mapping

• Create Loop

DEMO 1 FB50Loop

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Mapping

• Allowed Values

Page 8: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Mapping

• Allowed Values

– In List > List Builder

• Static Value List– Value

– Description

– Import

» From File

» From Cut/Copy & Paste

» From SAP F4

Page 9: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

9

Mapping

• Allowed Values

– In List > List Builder

• Dynamic Lookup List– Current Data Set

– Linked File

» Excel

» Text

Page 10: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

10

Mapping

• Skip If Not Present

– Screen or pop-up in SAP

• If screen appears, steps execute from script mapping, script continues

• If screen does not appear, screen and steps in the script mapping are skipped, script continues

Page 11: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

11

Mapping

• Skip If Not Present

– Expert Tab

• Screen and Field Settings

• Properties > Screen

Page 12: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

12

Mapping

• Add Transform

– Option for fields uploaded to SAP

– Enter Excel formula in Transform Rule

– Rule will show result in Column specified during the Run

DEMO 2 List and

Transform MM02

Page 13: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

13

Did you say long? The country song is named after this famous long river?

Page 14: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Long Text

• Long Text

– Add as one set of text

Page 15: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

15

Long Text

• Long Text– Goto > Change Editor > Text Table

– 72 Characters Per Line

Page 16: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

16

Long Text

• Long Text

– All recording modes

– Each line is indicated by number

Page 17: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

17

Mapper Tips

• Add Long Text

– Standard and Batch recording modes

– If Long Text needs to be added to a recording or script

Page 18: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

18

Mapper Tips

• Add Long Text

– Fields populate

• Not editable

– Limited T-codes

• FB02

• FB03

• IW22

• IW32

• ME22N

• ME52N

• MM02

• VA02

• XD02

• XK02

DEMO 3Record/Show

FB50/ Append MM02

Page 19: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Mapper Tips

• Add File Attachment Rows

– Attach files without GUI Scripting

Page 20: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Mapper Tips

• Add File Attachment Rows

– Row added to Mapper

– Limited T-codes:

– Document location must be in data file

• MM01

• MM02

• MM03

• FB03

• VA03

• ME53N

• ME23N

• XD03

• FD02

• XK03

• PA30

• CS03

• MK02

• FK02

DEMO 4 Attach Doc

FB03

Page 21: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Display Attachment

Page 22: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Agenda

• Mapping - Expert Tab

• Running – Advanced Options

• Runner and the Excel Add-In

Page 23: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Running

• Run Tab > Data

– Check Data

• Available with “Require Data” or “Allowed Values”

• Checks header and lines

• Returns result to “Run Log” column

• Connectivity to SAP not required

Page 24: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Running

• Script Actions > Debug

Page 25: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Running

• Script Actions > Schedule

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Running

• Complete scheduler

• Email notification

• Attach data file

– Only available if using your email server

• Start Date/Time

• Recurrence

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Running

• File > Scheduled Tasks

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Running

• Script Actions > Developer Settings

– Require Run Reason

• User prompted for reason when running script

– Run Only Unprocessed

• Runs rows that do not have a message in the Log Column

– Upload Delay (milliseconds)

• Add delay between processing of each row

DEMO 5Check and Schedule

MM02

Page 29: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Speaking of Running, this race is named after a famous street in Atlanta?

Page 30: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Chaining Scripts

• Run Tab > Script Actions > Chain Scripts

Page 31: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

31

Chaining Scripts

• Chain Scripts

– Run Settings

• All from first script

• All from individual script

• Custom

– No limit to number of scripts

Page 32: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Publishing

• Run Tab > Script Actions > Publish

– Embed the script in template

– Script Name appears in Excel Add-in • Drop down list

– Multiple scripts in one template

DEMO 6Chain Publish

MM01

Page 33: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

33

Viewing Logs

• File > Log Viewer

– Filters

– Export to Excel

Page 34: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Tips for Success

• Always use a non-production system

for script development

• Practice and plan the steps of the

transaction prior to recording

• Prepare data in advance

• Test full data for target audience

• If known popups occur, record that

scenario• Set screen to “Skip Screen if Not

Present”

Page 35: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

35

Agenda

• Mapping - Expert Tab

• Running – Advanced Options

• Runner and the Excel Add-In

Page 36: Transaction Intermediate 9-19 - Amazon Web Services · PDF fileTransaction Intermediate Bill Wiseman Shelby Murrell. 2 Course Objectives ... •XK02 DEMO 3 Record/Show FB50/ Append

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Excel Add-In

• Option 3

– Published Script

• Open Excel template > Logon

• Drop down of script(s) published to template

• Actions are the same

3

6

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Hands On Practice

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Navigation for Practice

www.winshuttleacademy.com

Username: Your email address

Password: Training1

1. Click

2. Click session title

3. Select item to practice (wait a few seconds for it to load)

4. Click Standard Tutorial

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Questions?