This Add-in enables to use a collection of macros for SAP on any existing or new Excel worksheet. The macros automates the following steps.
* Opens the transaction.
* Enters to the SAP transaction the selected data from Excel.
* Optional (enters the plant/layout and executes the transaction)
The add-in macros works with 12 types of data (PM order, purchase orders, materials…) It could detect the data automatically.
If the user selects a single cell or a list the form will be different.
There are around 200 possible tasks to execute and 55 different transactions.
To run the macros there are 2 buttons accessible on a ribbon or using the right button of the mouse. One button shows a form with a collection of options, and the other button won’t show the form and will execute the preferred option.
Requirements: Excel 2007 or newer.
Install
Any cell in white can be changed. I will recommend to set your plant information. It’s possible to set range or one plant. I recommend to use the range of maintenance plants, in order to get the best results for materials.
Click on the install add-in button. That will copy that file to the default add-ins folder with the extension XLAM. It’s important to not rename the file in order everything works properly.
When the installation process finishes, we have to restart Excel.
Type of supported data:
Equipment, Document, Functional Location, Maintenance item, Maintenance Plan, Material, Network, Notification, PM order, Project, Purchase Order, Requisition, WBS.
Transactions:
CC04,CN42N, CN43N, CN46N, CN47, CN47N, CNS41, CS15, CV02N, CV03N, CV04N, IA01, IA02, IA03, IA11, ,IA12, IA13, IA17, IB01, IB02, IB03, IE03, IE07, IH06, IH08, IL03, IL07, IP03, IP06, IP16, IP18, IP24, IW22, IW23, IW28, IW29, IW32, IW33, IW38, IW39, IW40, IW47, IW49N, IWBK, MB24, MB51, MB52, MB53, ME53N, ME5A, ME80FN, ME91F,MMBE
Setup
Listed the 12 different types of data, with drop lists to select the default transaction. These 12 different types of data have 2 options (cell/list) to configure the default transaction. It’s also possible to select if the user doesn’t want the macro to execute the transaction (only for lists).
Section to define the 12 types of data. **
A loop checks if the conditions on the table match the selected data. If matches, the form for that type of data will be shown. If doesn’t match, a form with the 12 types of data will be shown, and the user would select it manually. The loop uses cell names on B18 and C40 to find the beginning and the end of the table
* Column B, Type of data: Select between the 12 different options. In case of ambiguous data the upper data will be selected.
* Column C, Is a number?: Options Yes/No.
* Column D, CD. Number of conditions 1 or 2. In case there are multiple conditions that can define the data. The macro will select the data in one or the other is true. If more than 2 conditions are needed the type of data can be added as many times as needed.
* Columns E and F. Number. Fields to select the acceptable range. Fill out if column C is Yes.
* Column G, Ch: Number of characters for the non-numerical string. The data to input is a range, in case the data will have always the same length, use the same value for both boundaries.
* Columns H and I, String. Position of a character that is repeated on the pattern and the character itself.
Layout.
The user can input the layout to use on some transactions. If the information is blank the macro won’t enter any value.
Plant
At least one planning plant is required in order some transactions can run. If the field is blank, the data won’t be entered on some transactions where it’s an optional field, but the macro will stop where it’s a required field.
It’s recommended to input the maintenance plant range to get good results especially with materials.
PS Info Profile
Required for projects, networks, and WBS transactions.
Change data validation, if the options are not correct.
Shortcut Keys.
Optional to set up a combination of keys to run both macros. It sets that data when Excel opens and only affects Excel.
Execution mode
- SendKeys uses Windows send keys to execute the transaction, unlocking Excel as soon as starts the execution. A maximum of 10 waiting seconds is set to confirm SAP is busy. That method is not 100% reliable.
- SAP control. The macro will finish when the results are shown in SAP, locking Excel usability until the process finishes.
Change selection with form
It allows to change the selected cell or list while the form is show. Useful feature if used with the next one.
Show form again after run.
Allows to keep showing the form after the execution of one process. Allowing the user to run a different transaction with the same data. If the Change selection with form is set with Yes ,the user can run another process with the same selection.
Maintenance Item by Default. **Set Yes, if the user works with maintenance items instead of maintenance plans.
Install Add-in button, will save the file in the default folder for Excel Add-ins. It will save it as ExcelToSAP.xlam,
After the installation, the ExcelToSAP ribbon should be visible, as the setup also activates the Add-in.
Two buttons are added to the right mouse button, when the uses use it on a cell or a selection of cells.
Notes:
The Setup tab can be accessed using the Show Setup button in the ExcelToSAP ribbon. It’s important to use the Hide Setup button to save the changes, as it activates the add-in again. While the Setup tab is being used, the add-in is not active and can’t be used.
Each form hast 2 option check boxes.
Make it the default selection can be used to change the default selection through the form. That information will be updated in the Setup tab of the ExcelToSAP.xlam file, and the file will be saved.
Do not execute, just input data. Can be used to avoid the process finish executing the transaction is SAP. It only works on those transaction where the user can input additional fields. That information will be updated (for lists only) in the Setup tab of the ExcelToSAP.xlam file, and the file will be saved.
The switch button allows the user to define the type of data manually by showing the Switch Form.