Working with Master Data
The task topics along the lifecycle of a Task: finding records, preparing changes with a template, uploading, checking and correcting staged records, processing into SAP, following background runs, retrying and undoing.
Draft brief for authors. Section page. Ordered along the lifecycle of a Task; every topic is a task page with the fixed structure (summary, context, prerequisites, procedure, result, related information).
In this section
- The Lifecycle of a TaskFrom upload to staged records, checks, processing, results, retry and expiry: the statuses of a Task and of its records, who acts at each step, and what changes in SAP.
- Finding and Viewing SAP Master DataSearching and filtering the live SAP lists, showing linked objects, opening a record in SAP, exporting a list.
- Preparing Changes with a Template FileDownloading and understanding the template, filling in values, the row actions, using your own spreadsheet, uploading, reading the findings, preparing large volumes.
- Checking and Correcting Staged RecordsOpening a Task's records, filtering and reading messages, Mass Edit, removing records and Tasks, the fields a run would clear, and why a record cannot be edited right now.
- Processing Records into SAPWhat processing does in SAP, processing now or later, immediate and background runs, pausing and stopping, reading results, retrying, unknown outcomes and undoing.
- Keeping the Staging Area TidyTasks expire 30 days after their last activity; delete finished Tasks yourself; the history stays.
- Working on a Phone or TabletWhat is comfortable on a small screen (monitoring, results, pausing) and what to do on a desktop (templates, Mass Edit with many fields).
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