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RPM_DX_BUPA - Import Resource from External File

RPM_DX_BUPA - Import Resource from External File

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Purpose

This report enables you to perform the initial transfer of resources from an external file on the presentation server to the Portfolio Management system.

Integration

This report is delivered as part of the data transfer tool for Portfolio Management. You maintain the standard configuration in the Customizing activity Configure Data Transfer Tool.

Prerequisites

Before you import resources to the system, the following prerequisites must be met:

  • The general configuration steps for resources must have been performed.
  • The Portfolio Management system must have been configured as specified in the SAP Portfolio and Project Management Implementation Guide (IMG).
    Note: You must ensure that you have made the settings for the Portfolio Management project locations in Customizing for SAP Portfolio and Project Management -> Portfolio Management -> Global Customizing -> Portfolio Item Settings -> Define Location.
  • The external file must correspond to one of the supported file formats described in the Selection section below. Each record must follow the predefined data transfer structure RPM_TS_DX_BUPA_API. You can also add additional custom fields to this structure using the customer include structure CI_RPM_TS_DX_BUPA_API.

Features

Selection

File Selection

  • In the File Name field, you enter the external file that contains data you want to transfer. This file is located on the presentation server.
  • In the File Type field, you specify the external file type:
  • ASC - TAB delimited ASCII text file

  • XLS - Microsoft Excel file

  • In the No. Header Rows to Be Ignored field, you enter the number of header records in the external file that you do not want to transfer. The default value is zero.

Maintenance Selection

  • If you select Create, the system creates a resource. As part of this process, the system does the following:
  • Creates the resource, including basic information about the person (for example, name and address), as well as the user name and personnel number

  • Creates a central person for the resource

  • Enters a location for the resource for use in Portfolio Management

  • Stores the availability of the resource in Portfolio Management

  • Creates an initial expert profile for the resource

  • It is not possible to change a resource.
  • If you select Delete, the system deletes a resource.
    The deletion process deletes the resource and all related objects (central person, location, availability, and expert profile).

Additional Selection

  • If you want to perform a simulation run without updating the Portfolio Management databases, select Test Run (No Database Update).

Data Transfer Structure

The data transfer structure is /RPM/TS_DX_BUPA_API. To display the standard fields in the Microsoft Excel file TS_DX_BUPA_API, choose transaction RPM_DX. In the Applicationfield, select SAP - Upload Resources. In the File Type field, select Microsoft Excel File. Choose Display DX Layout.

  • Personnel Number
The personnel number is stored with the resource. The personnel number is a unique external key for your employees.
  • This number does not have to be related to the personnel number of the employee.

  • If you provide the resource number (PARTNER) in the external file, the personnel number is optional. For more information, see the sections below.

  • Resource ID
    This is the resource number. It can only be assigned externally if your system has been configured with an external number range.
    If no external number range has been set up, you must leave the resource number blank in the external file. In this case, you must enter a personnel number in the external file. The system subsequently generates a resource number.
  • Last Name
This is the last name of the resource.
  • First Name
This is the first name of the resource.
  • Portfolio ID
    This field is optional. This is the ID of the portfolio in which the resource has to be included.
  • Bucket ID
This field is optional. This is the ID of the bucket to which the resource has to be assigned.
  • ID of Role Function
This field is optional. This field can specify the role function of the resource.
  • Location
This field is optional. This field contains the location of the resource.
  • Availability Unit
    This is the resource availability. If no value is specified, the availability is set to zero hours in the table RPM_BUPA_AVL. The system setting for availability is hours per day. Make sure that you specify only hours per day in the external file. The value you specify must be numeric with no more than two decimal places.
  • User Name
This information is optional. This is the user ID and is stored with the resource. The user name links a system user to a resource. If you specify a user ID, the system checks if the user ID exists in the system. If it does not exist, a warning message tells you to generate the user when the upload is complete. To generate users, you use transaction RPMUSER. The upload report does not automatically generate users.

Data Transfer Structure - Customer Include

The customer include CI_RPM_TS_DX_BUPA_API enables you to extend the upload structure by defining additional fields that you want to load into the resource. This allows you to upload the address, telephone number, and other information for your resource. This activity is optional.

Note:

You can upload the following data:

  • Central data (structure BAPIBUS1006_CENTRAL)
  • Central data person (structure BAPIBUS1006_CENTRAL_PERSON)
  • Address data (structure BAPIBUS1006_ADDRESS)
  • Telephone data (structure BAPIADTEL) - you can upload only one set of telephone phone numbers
  • E-mail data (structure BAPIADSMTP) - you can upload only one e-mail address

If you add one of the fields from these structures to the customer include, the data is loaded into the resource. Make sure that you use the same component name in the customer includes as in the resource structures listed above.

Standard Variants

Output

The report output displays the records transferred to the Portfolio Management system in SAP List Viewer (ALV) format.

Activities

  1. Prepare and save the source file data on the presentation server.
  2. Call transaction RPM_DX.
  3. In the Application field, choose the SAP - Upload Resources data transfer application.
  4. In the File Name field, enter the complete file name, including the file path.
  5. In the File Type field, specify the source data file type (ASC or XLS).
  6. In the No. Header Rows to Be Ignored field, enter the number of header records that you do not want to transfer.
  7. Select a maintenance mode (Create, Change, or Delete).
  8. Select the execution mode (Testor Productive).
    Testis the default value.
  9. Choose Executeto transfer the data.

Example






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