How Can I Upload Data Into a Journal Entry

Uploading data with Journal Entry for Central

When you upload data in a Central organization, you tin can utilise only the templates that are provided in Cardinal. Depending on the workflows that are enforced in your organization, subsequently you enter data, yous are probably required to submit the sheet for approval earlier the information is uploaded to SAP. Throughout the procedure, you and file reviewers receive electronic mail notification of any tasks you are required to perform. The procedure runs like this:

Download a template from Central.
Add data and submit the information file back to Central for review.
Depending on the workflow in place, Key may prompt you to cull a reviewer.
After the reviewer has approved the data file, you tin can park or post the file.

Open up a template in Central

Open up Excel and click the Winshuttle for Journal Entry tab.
Click Log in to Central. If necessary, add the URL of your Central site and blazon in your user name and password.
Click Open from Central .
Select the template that is advisable for your task. Click OK.
The template opens in read-but mode. Click Save to save a local re-create.

If the author fastened support documents to the template, you can view these from the Attachments push .

Enter changes

Enter the Company Lawmaking, certificate dates, posting dates, and any revenue enhancement information.

Notes:
For fields that are required by the template just are not present in your SAP organisation, you tin enter a skip indicator ( / ).

For t-codes such as FB50, you can enter tax information on either the Basic tab or the Tax tab, and Periodical Entry will balance tax amounts in the header and line items. Nevertheless, fields on the Tax tab cannot exist included in a loop.

Long text is handled as a loop. Journal Entry supports multiple loops that are at the same level, although information technology does not support nested loops.

In templates that have multiple loops at the same level, Journal Entry creates a certificate link for but the first posted document. (Fixed for column-based templates in Journal Entry 9.ane)

Of import: Ensure that you add the date in the correct format that is defined in your SAP system. Journal Entry does non automatically right engagement formats.
Enter data in the item cells. In BAPI templates, debit amounts must be specified every bit negative amounts. For instance, a debit of $50 is written as "-50".
Save the workbook. You tin can park the sheet, if needed. For more information, see Park a document.

Employ a Listing of Values (LOV)

For some fields, a listing of values (LOV) may be available.

Click LOV .
If a field contains a customized list it is denoted as such in the List of Values column .

Annotation: In version 9.1 and earlier, a custom SAP list of values appears in a standard Windows dialog box. In version 9.2, the list of values appears in an SAP LOV screen.

Clearing data

Yous can undo entries made in the template.

To clear only data, click Clear. All edits are removed. If you demand to restore these changes, click File, click Open up, so select the file of the same proper name. Your changes up to your concluding save are restored.
To articulate all data and all formatting, including customizations and headers, click Articulate All. You can now select a new template that volition be opened under the same file name, unless you select to relieve it under another file name.

Splitting documents

When you endeavour to post a document that exceeds the specified certificate length, you lot are notified that the document is large. The all-time practice is to split the document, if splitting has been enabled by the script developer.

The mode that you split up a document depends on the transaction lawmaking. For step-by-step instructions, see Split up documents.

Of import: Journal Entry cannot dissever a cavalcade-based document that contains multiple loops at the same level.

If you exercise not split the certificate, the results vary, depending on the mapping:

Cell-based: Journal Entry posts the number of rows that is specified in the script's document length setting.
Cavalcade-based: Journal Entry runs the entire document, fifty-fifty though it exceeds the certificate length. Whatsoever rows that exceed the SAP limit will non be posted.

Validate and Simulate

On the Journal Entry ribbon, click Validate . Your credits and debits should residual. If not, edit the entries and validate over again until the sheet balances. If yous accept Split enabled, your sheet tin can be balanced by the application.
Note: In Journal Entry ix.1, you lot tin can choose whether to show the field name, the field description, or both the name and the description in the validation message.
Afterward you validate and make corrections, do one of the post-obit:
- Click Simulate .
- If your data set is large, click Options, click Simulate Threads, and enter a number betwixt 1 and 8. Then click the Simulate arrow and click Multithread Simulation to simulate the run.
  The Multithread Simulation characteristic allows large sets of data to exist split into chunks and processed at the same time.
  
  Note: If the worksheet contains protected cells, you volition receive a warning message for each simulation thread.
Simulating a run is similar to validating, except that the entire journal is uploaded to SAP, but the information is non posted. Afterward validating and simulating, yous are ready to submit the data for approval. For BAPI templates, if the data exceeds the chunk size, yous are prompted to split up the document.

Note: Where at that place are multiple templates on multiple sheets, validate and simulate must be performed on each sheet before y'all submit the file to Central. If all sheets are non validated and simulated, Central will not have the workbook.

Submit a information sheet for blessing

Depending on the process in your organization, earlier you tin can postal service a information sheet to SAP, the sheet and data must first be approved. Later on your file is submitted, it is added to the JE Data Files binder in Key. Any supporting documents are added to the JE Supporting Documents folder. After the file is approved and then run, the file is added to the JE Completed Data Files folder.

Submit a sheet

Click Submit to Central .
You are asked to save a local re-create.
You lot are prompted to attach supporting documents. Click Aye to attach documents.
Select the document numbers for whatever documents you desire to add attachments to.
Specify which attached documents should be added to the Central Supporting Documents folder.
If the supporting document already exists in the Supporting Documents binder, you can remove it or add another.
Specify which attached documents should exist uploaded to SAP.
Click OK.
When the file is submitted to Key, the file status becomes Data Review and the My Actions button becomes available.
Click My Actions to specify who should review the certificate. Only those users who are in the Information Review group in Central are listed every bit available reviewers.

Review a sheet

Open up the notification electronic mail message that you lot received.
Click the My Task link to open the file. You can view the data and as well whatever attached files.
If you lot desire to try to validate and simulate the file yourself, save the file locally, so perform any tests on the local copy. However to approve or reject the file, y'all must open the re-create that is in Key.
To approve or turn down the file, click My Deportment .
Select Approved or Rejected, equally appropriate.
Add comments, if you want.
Click Complete Task.
The file status changes to Gear up to Run. For the file Runner, the Postal service and Park buttons are now available.

Annotation: If you have permission to both review and run the canvas, y'all must change roles inside Journal Entry. To change roles, click the Role bill of fare .

Mail service or park a document

Open the data file from Central

Kickoff Excel, click the Winshuttle for Periodical Entry tab, and click Log on to Key.
Practise one of the following:

If in that location is no workflow assigned to the data file, click Open up from Central, and and then click the information file that you want.
If at that place is a workflow assigned to the information file, click Task Listing, and so click the document that you want.

Mail service or park the document.

Mail a document

Click Post . The SAP Logon dialog box appears. Select your SAP arrangement and enter your credentials, as necessary.
The Journal Entry toolbar indicates the SAP system yous are logged onto.

Note: If the list of SAP systems is empty, please see the instructions below.
When the data is successfully uploaded to SAP, the SAP document number appears as a hyperlink. Click the link to verify that your data is in SAP.
To consummate the process, click the My Actions push button. Select Completed. Click Complete Task.
The condition notification is removed from the file, and the file is moved to the JE Data File Completed binder in Fundamental.

Note: If you try to validate or post and a message appears that says Excel is in Editing mode, save the sheet and then try again.

If the listing of SAP systems is empty

If the listing of SAP systems is empty, Periodical Entry might not be able to detect your saplogon.ini file at the expected location: C:\Users\<your username>\AppData\Roaming\SAP\Common.

To find the saplogon.ini file, do the post-obit:

Start your SAP Logon Pad.
Click the push in the top left corner, and so click Options.
Click SAP Logon Options in the menu.
Click Configuration Files or Local Configuration Files.
The path to your saplogon.ini file is displayed.
Motility the file to C:\Users\<your username>\AppData\Roaming\SAP\Common.

Or, if your organization has divers a dissimilar path for the SAPLogon.ini file in Studio v11 or Transaction, you lot can change the Journal Entry ix.4 options by going to C:\Users\<your username>\AppData\Roaming\Winshuttle\Journal Entry\AppOptions.xml and typing the path in the <SAPLogonConfigPath> parameter.

Park a document or Salve equally Completed

Save your document.
Click Park or Relieve as Completed.
Note: To be parked a document does not need to be validated. Information technology must be validated before y'all can save it every bit completed.

Attaching documents

For some processes, you may demand to or want to attach the current Excel workbook. In Journal Entry, you do this after the documents have been parked or posted and the links to the certificate are returned.

Choose the document zipper method

Click Options, click Attachment Method, and then click 1 of the following options:

BDS_BAPI: Creates an attachment.
GOS: Stores the business document in an archival table, and so that primary tables are not affected by big attachments.
Note: The GOS method is available only when Winshuttle Function Module is installed.

Attach documents

When the certificate is validated and parked or posted, click the Adhere Documents button.
In the list of documents and their accompanying document numbers (the bluish links) on the spreadsheet, click one of the links.
The View Document and Attach Workbook window appears. Y'all tin can attach .png, .jpg, .jpeg, tif, tiff, .gif, .bmp, .txt, .htm, .xlsm, .xlsx, .xls, .msg, .pdf, .pptx, .rtf, .doctor, and .docx files.
Select the check box next to any certificate that you desire to attach and click Adhere workbook to SAP.
Yous may demand to sign in to SAP.

The Upload Status column displays the status of the files.
Click the document number link to view the posted document through the SAP GUI. When finished, click Shut.
For workbooks with multiple templates, the attached documents are available for each template.

Workbook and canvas switching

Parking, posting, and simulating long sheets with thousands of lines of data may accept several minutes. However, you tin work on other workbooks and sheets while a park, mail service, or simulate activity is in progress for one workbook or sheet. Logs and messages are reported on the same sheet or workbook in which the action was started.

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