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Data Migration to SAP S/4HANA from File (BH5) Purpose

Test Script SAP S/4HANA - 28-03-17

CUSTOMER © 2017 SAP SE or an SAP affiliate company. All rights reserved.

CUSTOMER

1

Data Migration to SAP S/4HANA from File (BH5)

Table of Contents 1

Purpose

3

2

Prerequisites

4

2.1

System Access

4

2.2

Roles

4

2.2.1

Technical Roles

4

2.2.2

Business Roles

5

3

Migration Objects

8

4

Business Conditions

14

5

Preliminary Steps

15

5.1

Adding Business Roles to the Data Migration User

15

5.2

Create Role from Template

16

5.3

Create data migration user and assign the role

17

6

Overview Table

18

7

Test Procedures

19

7.1

Start the SAP S/4HANA Migration Cockpit

19

7.2

Download Migration Template

20

7.3

Prepare Test Data

22

7.4

Transfer Migration Template Data

23

7.5

Confirm Imported Data in the SAP S/4HANA System

29

8

Appendix

31

8.1

General Topics and Limitations

31

8.1.1

31

8.2

Financials - General Topics

When to create a new project?

8.2.1

Document Types for Data Migration

31

8.2.2

Document Date

31

8.2.3

Posting Date

32

8.2.4

Value Date

32

8.2.5

Transferring Booking Account

32


31


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1 Purpose SAP S/4HANA customers can take advantage of a template-based template-based migration approach built into SAP S/4HANA with the SAP S/4HANA Migration Cockpit. The SAP S/4HANA cloud packages support a limited set of data migration objects, with support for additional objects planned for later inclusion. Note The term SAP S/4HANA Cloud in this script is used only for the Software-as-a-Service Cloud offering offering by SAP. The term On-premise covers the SAP S/4HANA On-premise offering as well as

any SAP S/4HANA private cloud hosting offering. This document provides a detailed procedure for testing the scope item after solution deployment, reflecting the predefined scope of the solution. Each process step is covered in its own section, providing the system interactions (that is, test steps) in a table view. Steps that are not in scope of the process but are needed for testing are marked accordingly (see theTest theTest Step column). Step column). Customer-project-specific Customer-project-specific steps must be added.



3

2 Prerequisites This section summarizes all prerequisites needed to conduct the test in terms of system, users, master data, organizational data, and other test data and business conditions.

2.1 System Access The test should be conducted with the following system: System

Details

System

Accessible via the SAP Fiori launchpad. Your system administrator provides you with the URL to access the various apps assigned to your role.

2.2 Roles 2.2.1 Technical Roles Implementation Type The following section is ONLY relevant for SAP S/4HANA Cloud. Note Use the following standard test users or assign roles to testers to access the Migration cockpit, respectively:

Purpose

Business Role ID

Business Role Name

Migration Cockpit

SAP_BR_CONFIG_EXPERT_DATA_MIG

Configuration Expert - Data Migration

Data Migration to SAP S/4HANA from File (BH5) Prerequisites


4

Implementation Type The following section is ONLY relevant for the on-premise version of SAP S/4HANA. Note The following SAP role templates which is copied by your System Administrator into your customers namespace and assigned to a user that migrates the data. Purpose

Role

Name

SAP S/4HANA Migration Cockpit

SAP_CA_DMC_MC_USER

S/4HANA Migration - Data Transfer

SAP S/4HANA Migration Object Modeler

SAP_CA_DMC_MC_DEVELOPER

S/4HANA Migration - Data Modeling and Data Transfer

2.2.2 Business Roles Implementation Type The following section is ONLY relevant for SAP S/4HANA Cloud. Use the following standard test users. Or assign the roles to the testers to have the necessary authorization to load a specific object and to validate the data in the Fiori Launchpad: SAP S/4HANA Cloud Business Object Name

Business Role ID

Business Role Name

Activity Type

SAP_BR_OVERHEAD_ACCOUNTANT

Cost Accountant – Overhead

Cost Center



Profit Center



Activity Price



Internal Order


Cost Accountant– Overhead

Bank

SAP_BR_CASH_ MANAGER

Cash Manager

Customer

SAP_BR_BUPA_MASTER_SPECIALIST

Master Data Specialist – Business Partner Data

Supplier

SAP_BR_BUPA_MASTER_SPECIALIST

Master Data Specialist – Business Partner Data

Accounts Receivable (Customer) Open Item

SAP_BR_AR_ACCOUNTANT

Accounts Receivable Accountant

Accounts Payable (Vendor) Open Item

SAP_BR_AP_ACCOUNTANT

Accounts Payable Accountant



5

Business Object Name

Business Role ID

Business Role Name

Fixed Asset

SAP_BR_AA_ACCOUNTANT

Asset Accountant

G/L Account Balance

SAP_BR_GL_ACCOUNTANT

General Ledger Accountant

G/L Account Open Item



Exchange Rate



Inventory Balance

SAP_BR_INVENTORY_MANAGER

Inventory Manager

Material

SAP_BR_PRODMASTER_SPECIALIST

Master Data Specialist – Product Data

Material Price Changefor global currencies

SAP_BR_INVENTORY_ACCOUNTANT

Cost Accountant – Inventory

Material classification



Material inspection type



Purchasing Info Record

SAP_BR_PURCHASER

Purchaser

Purchase Order

SAP_BR_PURCHASER

Purchaser

Pricing Condition

SAP_BR_PRICING_SPECIALIST

Pricing Specialist

SAP_BR_PRICING_SPECIALIST_PRSV

Pricing Specialist – Professional Service

Contract (Purchasing)

SAP_BR_PURCHASER

Purchaser

Scheduling agreement

SAP_BR_PURCHASER

Purchaser

Source List

SAP_BR_PURCHASER

Purchaser

Sales Order

SAP_BR_SALES_MANAGER (only display)

Sales Manager

SAP_BR_INTERNAL_SALES_REP (create)

Internal Sales Representative

SAP_BR_INTERNAL_SALES_REP_PRSV

Internal Sales Representative - Professional Services

SAP_BR_SALES_MANAGER (only display)

Sales Manager

SAP_BR_INTERNAL_SALES_REP (create)

Internal Sales Representative

Batch

SAP_BR_QUALITY_TECHNICIAN

Quality Technician

Bill of Material (BOM)

SAP_BR_PRODN_ENG_DISC

Production Engineer – Discrete Manufacturing

Work Center


Production Engineer– Discrete Manufacturing

Sales Contract



6


Business Role ID

Business Role Name

Routing


Production Engineer – Discrete Manufacturing

Equipment

SAP_BR_MAINTENANCE_PLANNER

Maintenance Planner

Functional Location


Maintenance Planner

Equipment task list


Maintenance Planner

Functional location task list


Maintenance Planner

General task list


Maintenance Planner

Maintenance plan


Maintenance Planner

Characteristic

SAP_BR_BOM_ENGINEER

BOM Engineer

Class

SAP_BR_BOM_ENGINEER

BOM Engineer

Commercial Project Management (CPM)

SAP_BR_PROJ_M ANAGE_COMM

Project Manager – Commercial Services

Inspection method

SAP_BR_QUALITY_TECHNICIAN (only Display)

Quality Technician

SAP_BR_QUALITY_PLANNER (create)

Quality Planner


Quality Technician


Quality Planner

SAP_BR_QUALIT Y_TECHNICIAN (only Display)

Quality Technician


Quality Planner

Master inspection characteristic

QM catalog code group and code

Inspection Plan

Selected Set

Selected Set code



Quality Technician


Quality Planner


Quality Technician


Quality Planner


Quality Technician


Quality Planner


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3 Migration Objects Implementation Type The following section is ONLY relevant for the on-premise version of SAP S/4HANA. The following Migration Objects tested through Microsoft Excel XML Spreadsheet 2003. The availability of Migration Object per edition is listed in the next table. Please check the second table of this section to see what Migration Objects are available for on- premise. Business Object Name

Area

Business Object Type

Migration Cockpit Object Name

Activity Type

CO

Master data

Activity type

SIF_LSTAR_CREATE

Cost Center

CO

Master data

Cost center

SIF_KOSTL_MASTER

Activity Price

CO

Master data

Activity price

SIF_ACT_PRICE

Internal Order

CO

Transactional data

Internal order

SIF_INTORDER

Profit Center

FI

Master data

Activity price

SIF_PRCTR_MASTER

Bank Master Data

FI

Master data

Bank

SIF_BANK_MASTER

Customer

FI, SD

Master data

Customer

SIF_CUSTOMER

Customer

FI, SD

Master data

Customer – extend existing record by new organizational levels

SIF_CUST_EXTEND

Supplier

FI, MM-PUR

Master data

Supplier

SIF_VENDOR

Supplier

FI, MM-PUR

Master data

Supplier – extend existing record by new organizational levels

SIF_VEND_EXTEND


FI

Transactional data

Accounts receivable (Customer) open item

SIF_AR_OPEN_ITEM


FI

Transactional data

Accounts payable (Vendor) open item

SIF_AP_OPEN_ITEM

Fixed Asset

FI-AA

Master data + Transactional data

Fixed Asset incl. Balances

SIF_FIXED_ASSET

G/L Account Balance

FI

Transactional data

G/L balance

SIF_GL_OPEN_ITEM

Data Migration to SAP S/4HANA from File (BH5) Migration Objects

Technical Object Name


8


Area



G/L Account Open Item

FI

Transactional data

G/L open item

SIF_GL_OPEN_ITEM

Exchange Rate

FI

Master data

Exchange rate

SIF_EXCH_RA TE

Inventory Balance

MM-IM

Transactional data

Material inventory balance

SIF_INVENTORYBAL

Material Master

LO-MD

Master data

Material

SIF_MATERIAL

Material Master

LO-MD

Master data

Material long text

SIF_MAT_LONGTEXT

Material Master

LO-MD

Master data

Material consumption

SIF_MAT_CONSUMP

Material Master

CO

Master data

Exceptional case: Material Price Chng for global currencies

SIF_MATPRICE_CHG

Material Master

MD

Master data

Material – extend existing record by new organizational levels

SIF_MAT_EXTEND

Material Master

CA-CLF

Master data

Material classification

SIF_CLF_MAT

Material Master

QM

Master data


SIF_INSP_TYPE


MM-PUR

Master data

Purchasing info record

SIF_PURCH_INFREC

Purchase Order

MM-PUR

Transactional data

Purchase order (only open PO)

SIF_PURCH_ORDER

Pricing Condition

SD, CO, MMPUR

Master data

Pricing condition

SIF_CONDITIONS

Contracts (Purchasing)

MM-PUR

Transactional data

Purchasing contract

SIF_CONTRACTS

Scheduling Agreement

MM-PUR

Transactional data

Scheduling Agreement

SIF_SCHED_AGRMNT

Source List

MM-PUR

Transactional data

Source list

SIF_SOURCE_LIST

Sales Order

SD

Transactional data

Sales order (only open SO)

SIF_SALES_ORDER

Sales Contract

SD

Transactional data

Sales contract

SIF_SD_CONTRACT

Batch

QM, SD, PP-PI

Master data

Batch

SIF_BATCHES


PP

Master data

Bill of material

SIF_BOM

Work Center

PP, QM

Master data

Work center

SIF_WORK_CNTR




9


Area




Routing

PP

Master data

Routing

SIF_ROUTING

Equipment

PM

Master data

Equipment

SIF_EQUIPMENT

Functional Location

PM

Master data

Functional location

SIF_FUNC_LOC

Maintenance Task List

PM

Master data

Equipment task list

SIF_EQUI_TL


PM

Master data


SIF_FLOC_TL


PM

Master data

General task list

SIF_GENMT_TL

Maintenance Plan

PM

Master data

Maintenance plan

SIF_MAINT_PLAN_2

Characteristic

CA

Master data

Characteristic

SIF_CHARACT

Class

CA

Master data

Class

SIF_CLASS


CA-CPD

Master data

CPM project

SIF_PROJECT

Inspection method

QM

Master data

Inspection method

SIF_INSP_METHOD


QM

Master data


SIF_MSTR_CHAR


QM

Master data


SIF_QM_CATA LOG

Inspection Plan

QM

Master data

Inspection Plan

SIF_INSP_PLAN

Selected Set

QM

Master data

Selected Set

SIF_SELECTED_SET

Selected Set code

QM

Master data

Selected Set Code

SIF_SELSET_ CODE

The following list shows the availability of migrations objects per SAP S/4HANA edition: Migration Cockpit Object Name

SAP S/4HANA Finance Cloud

SAP S/4HANA

SAP S/4HANA

SAP S/4HANA

SAP S/4HANA

Professional Services Cloud

Enterprise Management Cloud

Manufacturing Cloud

Enterprise Management (on premise)

Activity Type

X

X

X

X

X

Cost Center

X

X

X

X

X

X

X

X

Activity Price Data Migration to SAP S/4HANA from File (BH5) Migration Objects


10



SAP S/4HANA

SAP S/4HANA

SAP S/4HANA

SAP S/4HANA



Manufacturing Cloud


Internal Order

X

X

X

X

Profit Center

X

X

X

X

X

Bank Master

X

X

X

X

X

Customer

X

X

X

X

X

Customer – extend existing record by new organizational levels

X

X

X

X

Supplier

X

X

X

X

Supplier – extend existing record by new organizational levels

X

X

X

X


X

X

X

X

X


X

X

X

X

X

Fixed Asset

X

X

X

X

X

G/L account balance

X

X

X

X

X

G/L account open item

X

X

X

X

X

Exchange Rate

X

X

X

X

X

X

X

X

Inventory Balances

X

Material

X

X

X

X

X

Material – Long text

X

X

X

X

X

Material Consumption

X

Material Classification Exceptional case: Material Price Chng for global currencies


X

X

X

X

X


11



SAP S/4HANA

SAP S/4HANA

SAP S/4HANA

SAP S/4HANA



Manufacturing Cloud


Material – extend existing record by new organizational levels

X

X


X

X

X

X


X

X

X

X

X

Purchase Order

X

X

X

X

X

Pricing Condition

X

X

X

X

Contracts (Purchasing)

X

X

X

X

Scheduling agreement

X

X

Source List

X

X

X

X

X

X

Sales Contract

X

X

Batch (if Batch level is at material level)

X

X

X


X

X

X

Work Center

X

X

X

Routing

X

X

X

Equipment

X

X

X

Sales Order

X


X

Functional Location

X

X

Equipment task list

X

X


X

X

General task list

X

X

Maintenance plan

X

X


X

X


12



SAP S/4HANA

SAP S/4HANA

SAP S/4HANA

SAP S/4HANA



Manufacturing Cloud


Characteristic

X

X

X

Class

X

X

X


X

X

Inspection method

X

X


X

X


X

X

Inspection Plan

X

X

Selected Set

X

X

Selected Set code

X

X

*The Maintenance Task List object replaced in 1705 Cloud version with these objects: Equipment task list, Functional Location task list, General task list



13

4 Business Conditions Before this scope item can be tested, the following business conditions to be met: Scope Item

Business Condition

Content is activated Org. structures and additional settings are made

Data Migration to SAP S/4HANA from File (BH5) Business Conditions


14

5 Preliminary Steps Use

In this step, you set up user settings that are necessary for migrating your data.

5.1 Adding Business Roles to the Data Migration User Implementation Type The following section is ONLY relevant for SAP S/4HANA Cloud. Use

In this step you assign the roles of chapter Roles to the data migration user that are necessary for migrating your data. Procedure

1. Access the SAP S/4HANA cloud edition Fiori screen 2. On the Home screen, choose tile Maintain Business Users: 3. Enter the User name given by your System Administrator. Field Name

Description

User Action and Values

User Name

Name of the Data Migration user

User name

Comment

1. Choose Go 2. Select the User in the Users list 3. Choose Edit 4. Choose Add Business Roles 5. On Add Business Roles list, fill the n eeded Business role into the Search field and choose Enter 6. Select the needed Business role(s) and choose OK 7. Choose Save 8. Go back to the SAP Home screen. 9. Go Back to the previous screen Result Data Migration to SAP S/4HANA from File (BH5) Preliminary Steps


15

You have added the necessary roles for the specific Data Migration object to load.

5.2 Create Role from Template Implementation Type The following section is ONLY relevant for the on-premise version of SAP S/4HANA. Use

In this step you create the role of chapter Technical Roles for the data migration user that is n ecessary for migrating your data. Procedure 1. Access the transaction Roles using one of the following navigation options: Option

Navigation path

Transaction Code

PFCG

SAP Menu

Tools -> Administration-> User Maintenance -> Role Administration -> Roles

1. In the Role field, enter the name of the role to copy: SAP_CA_DMC_MC_USER . 2. Choose menu path Role -> Copy. 3. In the appearing dialog box Query , enter the n ame of the role according to your company naming convention, for example: Z_DMC_MC_USER in field to role. 4. Choose tab Copy All. 5. Choose Change 6. Enter the description Role to migrate data using the migration cockpit in the description field. 7. Choose tab Authorizations. 8. Choose Propose Profile Names in section Information About Authorization Profile to generate a profile. Note To perform this user should have sufficient authorization to create a profile: Authorization object: S_USER_PROFAuthorization values: ACTVT = 01, 06

1. Choose Change Authorization Data in section Edit Authorization data and Generate Profiles. 2. In the appearing dialog box Save the role , choose Yes to save the role. 3. Read the information box Important and choose ENTER. 4. Choose Save to save the role. 5. Choose menu Authorizations -> Generate to generate the role. Result Data Migration to SAP S/4HANA from File (BH5) Preliminary Steps


16

You have created the role to use the SAP S/4HANA Migration Cockpit.

5.3 Create data migration user and assign the role Implementation Type The following section is ONLY relevant for the on-premise version of SAP S/4HANA. Use

In this step, you create the data migration user and assign the roles. It is done from Create Role from Template and enables in migration of the data. Procedure

1. Access the transaction Users using one of the following navigation options: Option

Navigation path

Transaction Code

SU01

SAP Menu

Tools -> Administration -> User Maintenance -> Users

1. In the User field, enter the name of the data migration user for example: DM_USER . 2. Choose menu path User -> Create. 3. Enter Data Migration user in field Last name of tab Address. 4. Choose Logon data tab. 5. Select System in the User Type field. 6. Enter the password in the field New Password and repeat the password in the field Repeat Password. 7. Choose Roles tab. 8. Enter the name of the role you have created in the previous section Create Role from Template , for example Z_DMC_MC_USER . 9. Choose Enter 10. Choose Save. Result

You have created the data migration user and assigned the data migration role to it to use the SAP S/4HANA Migration Cockpit.

Data Migration to SAP S/4HANA from File (BH5) Preliminary Steps


17

6 Overview Table The scope item Data Migration to S/4HANA from File consists of several process steps provided in the table: Process Step, Report, or Item

UI Type

Business Condition

Expected Results

Start the SAP S/4HANA Migration Cockpit [page ] 19

SAP Fiori Launchpad

This activity is to start the SAP S/4HANA Migration cockpit

The Migration Cockpit appears

Download Migration Template [page ] 20

Migration Cockpit (Web Dynpro via SAP Fiori launchpad)

This activity is to download a Migration Template to facilitate the data transfer from Microsoft Excel Spreadsheet Templates to SAP S/4HANA.

The Microsoft Excel XML spreadsheet 2003 template has been downloaded.

Prepare Test Data [page ] 22

Microsoft Excel

This activity is to enter the test data to be migrated.

Test data has been entered into Microsoft Excel XML spreadsheet 2003 template.

Transfer Migration Template Data [page ] 23

Migration Cockpit (Web Dynpro via SAP Fiori launchpad)

This activity is to run the Data Migration in Update Mode with database updates in SAP S/4HANA target system.

The data has been transferred from the Microsoft Excel XML spreadsheet 2003 template to the SAP S/4HANA system.

Confirm Imported Data in the SAP S/4HANA System [page ] 29

SAP

This activity is to check completeness of the migrated data in the target SAP S/4HANA system using corresponding business functions.

All data from the Microsoft Excel XML spreadsheet 2003 template can be found in the corresponding SAP S/4HANA business functions.

Data Migration to SAP S/4HANA from File (BH5) Overview Table

Fiori launchpad


18

7 Test Procedures This section describes test procedures for each process step that belongs to this scope item.

7.1 Start the SAP S/4HANA Migration Cockpit Purpose

In this process step, you start the SAP S/4HANA.Migration Cockpit. Dependent on your system (cloud or on-premise), the procedure differs. Procedure

Implementation Type The following section is ONLY relevant for SAP S/4HANA Cloud. Test Step #

Test Step Name

Instruction

User Entries: Field name: Value

Expected Result

1

Start Fiori Launchpad

Log on to your Cloud system

The Home page appears

2

Start Manage Your Solution

Go to End to End Implementation Experience group and choose the Manage Your Solution App

Customer Adaption screen is displayed

3

Open Migration Cockpit

Choose Migrate Your Data

The Migrate Your Data Home screen appears

Pass / Fail / Comment

Procedure

Implementation Type The following section is ONLY relevant for the on-premise version of SAP S/4HANA.

Data Migration to SAP S/4HANA from File (BH5) Test Procedures


19

Test Step #

Test Step Name

Instruction


1

Log on to SAP S/4HANA

Log on to your SAP S/4HANA back-end system

2


Start the SAP S/4HANA Migration Cockpit using transaction LTMC

Expected Result


The SAP S/4HANA Migration Cockpit appears

7.2 Download Migration Template Test Administration Customer project: Fill in the project-specific parts.

Test Case ID

Tester Name

Testing Date Enter a test date.

Business Role(s) Responsibility Duration

Enter a duration.

Purpose In this process step, you download a Migration Template to facilitate the data transfer from Microsoft Excel Spreadsheet Templates to SAP S/4HANA.



20

Procedure Test Step #

Test Step Name

Instruction

1

Create Migration Project

Choose Create on the Migrate Your Data Home screen

2

Add Name

Make the required entry in Create Migration Project dialog window and choose Create. Note The mass transfer ID is a technical key. It is part of your migration projects internal technical name. The technical project name is as follows: ZSIN_MIG_mass transfer ID. The ID is only needed for support reasons to tell the service center


Expected Result


The Create Migration Project dialog window appears. Name: name of your migration project.

You have created a migration pro ject. The project including all active migration objects is displayed on the screen.

clerks. 3

Inactivate Migration Object

On the Migration Objects tab, choose Select All and Deactivate all Migration Ob jects.

All Migration Objects inactivated

Note You can then later easy filter on "Active" Migration objects

4

5

Activate and Open Migration Object

On the Migration Objects tab, select the table row containing your Migration Object, choose Activate and then Open.

Download Template

Choose Download Template.

The Migration Object has been copied and the Migration Object Details screen appears.

Once the confirm dialog window appears, choose OK to copy the selected Migration Object to your project.

On the Download Template dialog box, choose the view of your template that represents your Cloud Edition and Choose OK Note Dependent on your Internet Browser and Version a Download dialog appears. If

it appears, choose Save to store the Migration Template on your local PC. If it doesn't appear the Migration Template is automatically stored in your default Download folder.

View: BP Cloud edition

The Migration Template is downloaded and saved on your local PC.

For example:BP Professional Services Cloud

Note Dependent on your internet browser you can add the extension .xml to your

downloaded file.



21

7.3 Prepare Test Data Test Administration Customer project: Fill in the project-specific parts.

Test Case ID


Tester Name


Enter a duration.

Purpose With this activity, you enter the test data for migration to SAP S/4HANA into the Migration Template.


Test Step Name

Instruction

1.

Open downloaded Migration Template

Select the Migration Template on your local PC and open it using Microsoft Excel.

2.

Enter test data in mandatory sheets manually

Enter your test data in all mandatory sheets of your Migration Template. Fill all mandatory columns at least



Expected Result


Microsoft Excel displays the Migration Template. Caution When copying data into the Migration tem-

plate, please always use the Paste Option: Values (V). Avoid to paste data including formatting and formulas into the template that leads to a corrupted XML file.

The Migration Template contains the data of the mandatory sheets.

Note For more information on

field level increase line 8 of the Migration Template to make the additional field description visible.


22

Test Step #

Test Step Name

Instruction


Expected Result

Caution When copying data into the Migration tem-

The Migration Template contains data of sheets, which are not mandatory.


Note Mandatory columns are marked

with '*'. For further details, read the Appendix and the specific Migration object documentation. 3.

Enter test data in optional sheets manually

Enter your test data in sheets of your Migration Template, which are not mandatory. Fill all mandatory columns at least Note Mandatory columns are marked

with '*'. Fields are only mandatory if a record exists. It doesn’t make sense to provide records where, only the key fields are filled.

plate, please always use the Paste Option: Values (V). Avoid to paste data including formatting and formulas into the template that leads to a corrupted XML file. Caution The workbook and its sheets are protected.

Note For more information on

field level increase line 8 of the Migration Template to make the additional field description visible.

Don't change data by Find and Replace function. If you change the data by Find and Replace you may also accidentally change the field names and corrupt the XML structure.

4.

Save

To save the data on your local PC choose Save in the Microsoft Excel application.

The Migration Template containing test data is saved on your local PC.

5.

Close

Choose Close in the Microsoft Excel application.

The Microsoft Excel application is closed.

7.4 Transfer Migration Template Data Test Administration Customer project: Fill in the project-specific parts.

Test Case ID


Tester Name



23


Enter a duration.

Purpose In this activity, you import the data from your Migration Template into the SAP S/4HANA target system.

Context In this activity, you import the data from your Migration Template into the SAP S/4HANA target system.


Test Step Name

Instruction

1


Open the Migrate Your Data Web Application.

The Home page appears

2

Open Migration Project

Select the table row containing your project in the Available Migration Projects table and choose Open.

Migration Project Details screen appears.

3

Select Migration Object

Switch to the Migration Objects tab and select the table row containing your Migration Object. Choose Open.

The Migration Ob ject Details screen appears.

4

Upload Migration Template

Choose Upload File

The File Upload dialog window appears.



Expected Result



24

Test Step #

Test Step Name

Instruction

5

Open File Browser of your local PC

Choose Browse to select the corresponding Migration Template from your local PC.

6

Select File

Select your Migration Template from the list and choose Open.

7

Upload

Choose Upload to transfer the data to the Migrate Your Data Web Application. Caution Dependent on your internet

browser and the browser version, it might be that you receive an error message as: Error when uploading file XML: No virus scan provider available for scanner group DEFAULT. If this message occurs, try to use another browser or update your browser to a newer version. 8

Activate File for Migration

Select your file from the overview list of the Files tab and choose Activate. Note In case that the overview list contains


Expected Result


The file browser of your local PC appears in a dialog window File Path:

The file path of your local file is transferred to the File Path of the File Upload dialog window Your file appears in the overview list of the Files tab.

Your file is active and marked with a green status LED.

multiple files that have not yet been finished, select the files and choose Deactivate to avoid reprocessing. Only activate those files that you really want to load. If you start the transfer process, all(!) activated files are transferred. 9

Start Transfer

Choose Start Transfer to migrate the data from your file.


The Guided Activity screen appears in a separate CUSTOMER © 2017 SAP SE or an SAP affiliate company. All rights reserved.

25

Test Step #

Test Step Name

Instruction


Note A Guided Activity controls the data mi-

1. Validate Data

Choose Close to close the dialog window when the progress reaches 100%. Note You can ignore error messages in re-

gards to value mappings .These errors are fixed in the Convert Values step . Correct all other possible errors. In case that data changes in your source file are required to solve the error, select the file, choose Download and, save it on your local PC. After changing the data, repeat activity 4.3 Transfer Migration Template Dataonce again.

Note You can transfer a record only once into a sys-

tem. A unique record is identified by a combination of its value and associated key fields in the migration template. If you get the following message : Source record for example MATNR=M12345 already transferred to target system DMC_RT_MSG 622 . The record where the key MATNR has value M12345 in the migration template was already successfully transferred and cannot be transferred anymore. Check your records in your Migration Template and remove all related records. The message is not an error message and you see it if, you change the message log filter to All.

The Validate Data screen is displayed, showing the notifications of the validation run.

Note The following error message is not re-

ally an error message: "Information required; specify mapping values in step ' Convert Values'".This message means that the uploaded file contains source data values in fields where a value mapping (translation) rule is assigned. These values are automatically added as new source data values to the translation rule. It is assigned to a correct target value in the Convert Values step. Note The following error: Missing key rela-

tionship in occurs if you have maintained records in this sheet. The key of this record is missing in one of the superior sheets.

11

Navigate to Next Work Step

Choose Next to navigate to the next work step.

The Convert Values screen is displayed, showing a list of all your open tasks. Open tasks are marked with a red LED.

12

2. Convert Values

Select each table row one by another and choose Process Task to maintain your migration settings.

The maintenance screen of the selected item appears.

Note If you have entered correct target val-


browser window and data validation is in progress.

gration process. Execute all work steps one after another. 10

Expected Result

ues into your sheet and you are sure that they are correct. You can also select your value mappings and choose the Confirm



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Test Step #

Test Step Name

Instruction


Expected Result


Mapping Values function. If the values are correct all the mappings are confirmed. 13

Provide Values

Enter a new value and confirm the already existing value by choosing Confirm value . Choose Save to continue. Note Valid or confirmed values are marked

with a green LED. Enter a customizing value for Fixed Values and Control Parameters. If available, use Value Help for value selection.

14



All migration settings are maintained and marked with a green LED. Depending on the Filter settings of the screen, they may disappear. By setting Filter to All, all the migration settings are listed again The Simulate Import screen is displayed, showing the dialog window with the progress bar of the currently active simulation run. Note In case that

the selected migration object does not support simulation run, the Execute Import screen is displayed instead.



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Test Step #

Test Step Name

Instruction

15

3. Simulate Im port

Choose Close to close the dialog window when the progress reaches 100%. Note Correct all possible errors and choose

Repeat Simulation to execute the simulation again. Repeat this process until you solved all errors. Format "Repeat Simulation". In case that data changes in your source file are required to solve the error, select the file, choose Download and, save it on your local PC. After changing the data, repeat activity 4.3 Transfer Migration Template Data once again.


Expected Result

The simulation of the data import finished successfully without errors.

16



The Execute Import screen is displayed, showing the dialog window with the progress bar of the currently active import run.

17

4. Execute Import

Choose Close to close the dialog window when the progress reaches 100%.

The data import finished successfully without errors.

Note Correct all possible errors and choose

Repeat Import to execute the import again. If you cannot solve all the errors, continue with the next step. 18

Complete the Process

Choose Finish to complete the currently active Guided Activity. Note In case that a new Delta File has

been created that is changed, select the file, choose Download and, save it on your local PC. After changing the data, repeat activity Data Migration to SAP S/4HANA from File (BH5) Test Procedures


The browser window of the Guided Activity is closed. The Migration Ob ject Details screen appears. CUSTOMER © 2017 SAP SE or an SAP affiliate company. All rights reserved.

28

Test Step #

Test Step Name

Instruction


Expected Result


4.3 Transfer Migration Tem plate Data once again.

7.5 Confirm Imported Data in the SAP S/4HANA System Test Administration Customer project: Fill in the project-specific parts.

Test Case ID

Tester Name



Enter a duration.

Purpose The purpose of this activity is to check completeness of the migrated data in the target SAP S/4HANA system using corresponding business functions.



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Test Step Name

Instruction

1

Access corresponding Business Function

Call the corresponding business functioning the SAP S/4HANA system and check completeness of the imported data.



Expected Result


All data from the Microsoft Excel XML Spreadsheet Template 2003 is displayed in the corresponding SAP S/4HANA business functions.

Note Check the Migration Object docu-

mentation for the App and needed Business Role to validate the data in the system.


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8 Appendix 8.1 General Topics and Limitations 8.1.1 When to create a new project? We recommend that you create a new project if you encounter one of the following situations: ●

You load data for an object from different systems with different value mappings

●

For some objects (for example Fixed Assets) there could be data constellations existing where it is necessary to create two projects.

For example: Assets that belong to different charts of depreciation cannot be migrated with a single upload file, if the depreciation areas differ. You will have to double-check the mapping of the depreciation areas if the uploaded assets belong to a different chart of depreciation than the one used in the previous upload. This limitation will not be relevant, if you create separate migration projects by company code.

8.2 Financials - General Topics 8.2.1 Document Types for Data Migration The document type for all Open items and Open balance migration objects is UE Data Transfer.

8.2.2 Document Date The document date must be the same date as in the original data record.

Data Migration to SAP S/4HANA from File (BH5) Appendix


31

8.2.3 Posting Date For all Open items migration objects the posting date should be set to the last day of the previous period.

8.2.4 Value Date The value date must be the same date as in the original data record.

8.2.5 Transferring Booking Account The transfer booking accounts to be used in the Open items and Open balance migration objects are as follows: Account

Description

Migration Object

39913000

Initial FI-AM offset

Fixed Asset

39914000

Initial FI-AR offset

Customer Open Items

39915000

Initial FI-AP offset

Vendor Open Items

39916000

Initial other G/L offset

G/L account balances

39917000

Initial other Open Item G/L offset

G/L account open items



32

Typographic Conventions Type Style

Description

Example

Words or characters quoted from the screen. These include field names, screen titles, pushbuttons labels, menu names, menu paths, and menu options. Textual cross-references to other documents.

Example

Emphasized words or expressions.

EXAMPLE

Technical names of system objects. These include report names, program names, transaction codes, table names, and key concepts of a programming language when they are surrounded by body text, for example, SELECT and INCLUDE.

Example

Output on the screen. This includes file and directory names and their paths, messages, names of variables and parameters, source text, and names of installation, upgrade and database tools.

Example

Exact user entry. These are words or characters that you enter in the system exactly as they appear in the documentation.

EXAMPLE

Variable user entry. Angle brackets indicate that you replace these words and characters with appropriate entries to make entries in the system. Keys on the keyboard, for example, F2 or E N T E R .



33

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