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TRANSACTION Tutorial

Introduction: Running the recording

After mapping the data sheet fields to the SAP fields, you run the recording or script. Each run can execute the recorded SAP transaction one time or thousands of times depending on the number of rows of data you add to the Excel worksheet.

The Run pane displays details about the TRANSACTION script and data file that are being used. You can add a comment about why the script is being run in the Run Reason box.

To run the script

The SAP logon dialog box appears. To ensure secure access to SAP, TRANSACTION requires user authentication each time it is accessed.

When a script is run, if errors occur, TRANSACTION continues to upload data for any remaining records. In Excel, any success and error messages returned from SAP are logged into the log result column, with one log per record, making this a self-documenting Excel file.

For the values that caused errors on upload, you can correct the values. On the Run pane under Run options, click Run on Errors. TRANSACTION uploads only those adjusted records.

Scheduling a run

When the Scheduler is used, TRANSACTION automatically connects to SAP, runs the transaction on a predefined schedule you create, and closes the connection with SAP upon completion. You can send an email notification indicating that the scheduled job was performed.

To schedule a run

  1. On the Run pane, click Run Later, and then click Run .
  2. Schedule Upload Wizard appears. The wizard walks you through the steps to select a time to run the script and to log on automatically.

    Note: if your license is managed by Winshuttle Connect, you will be prompted to type in your credentials.

Also in this section

Record, map, run

Logging on to SAP

Introduction: Record the Business Process

Introduction: Mapping the data source to the recording

Introduction: Creating loops

Introduction: Submitting a file for review