Uploading Business Partner Data using LSMW

You want to mass migrate Business Partner data from your existing system to S/4HANA 1511. This blog explains how to import data from tab delimited text files residing on FrontEnd computer (PC) using transaction code LSMW - Direct Input method together with a custom program provided.

1. DOWNLOAD AND EXTRACT FILES:

Download file BP.ZIP and extract into a dedicated folder ( e.g. C:\TEMP\BP) on the FrontEnd Computer (PC). Each Excel file listed below corresponds to different Master data segments of the Business Partner Object as input parameters of function module RFC_CVI_EI_INBOUND_MAIN::

          01_CVIS_BP_GENERAL.xlsx

          02_CVIS_BP_ROLES.xlsx

          03_CVIS_BP_INDUSTRY.xlsx

          04_CVIS_BP_IDENT_NUMBERS.xlsx

          05_CVIS_BP_BANK_DETAILS.xlsx

          06_CVIS_BP_TAX_NUMBER.xlsx

          07_CVIS_BP_TAX_NUMBER_COMMON.xlsx

          08_CVIS_BP_ADDRESS.xlsx

          09_CVIS_BP_ADDRESS_USAGE.xlsx

          10_CVIS_BP_ADDRESS_TELENO.xlsx

          11_CVIS_BP_ADDRESS_FAXNO.xlsx

          12_CVIS_BP_ADDRESS_EMAIL.xlsx

          13_CVIS_BP_ADDRESS_URL.xlsx

          14_CVIS_BP_RELATION.xlsx

          15_CVIS_CUSTOMER_GENERAL.xlsx

          16_CVIS_CUSTOMER_COMPANY.xlsx

          17_CVIS_CUSTOMER_SALES.xlsx

          18_CVIS_CUSTOMER_COMP_DUNNING.xlsx

          19_CVIS_CUSTOMER_SALES_FUNC.xlsx

          20_CVIS_CUSTOMER_TAX_INDICATOR.xlsx

          21_CVIS_CUSTOMER_GENERAL_VAT.xlsx

          22_CVIS_SUPPLIER_GENERAL.xlsx

          23_CVIS_SUPPLIER_COMPANY.xlsx

          24_CVIS_SUPPLIER_COMPANY_WTAX.xlsx

          25_CVIS_SUPPLIER_PURCHASING.xlsx

          26_CVIS_SUPPLIER_GENERAL_VAT.xlsx

2. CREATE STRUCTURES IN S/4HANA SYSTEM:

You can use program in BP.ZIP (file ZLSMW_STRUCTURES.TXT) to create structures. Activate the structures.

Alternatively you can manually create structures (SE11) according to specifications in provided Excel files as described below. Choose a transportable package in customer namespace and put this into new transport request.

Using transaction SE11 generate the following structures with “CHAR” data types copying the exact parameter name and data type length in the “Z” structure. Name the “Z” structures as defined in the following table:

For example, structure CVIS_BP_ROLE will match ZZCVIS_BP_ROLE component names as shown below.

Make sure that you set all data types to “CHAR” in the “ZZ” structures and add component STYPE to all structures as the first component in the structure. Activate the Structures.

3. CREATE REPORT PROGRAM IN S/4HANA SYSTEM:

Using LSMW Program source code provided in BP.ZIP (file ZLSMWDSPRG_CVI.TXT), create a program (SE38). Create a transportable package in customer namespace, adding to above transport request. Remember to add the text elements specified in the LSMW Program text elements file. Activate the program.

4. MAINTAIN LSMW CUSTOMIZING TABLES:

Using transaction code SM30, maintain tables SXDA0, SXDA1, and SXDA2 as below:

Add following entry for Business Partner in table SXDA0.

Add following entry in table SXDA1.

If you have problems to maintain entries in table SXDA1 check the following note: 2192586 - Table maintenance dialog of SXDA1 dumps

Create following entries in table SXDA2:

5. CONFIGURE BUSINESS PARTNERS:

Configure Business Partners in your S/4HANA 1511 system according to the Best Practices Building Block Configuration Guide "J61_S4HANAX_BB_ConfigGuide_EN_XX.docx". This guide is also included in the BP.ZIP file.

6. UPLOAD LSMW PROJECT FILE:

Using transaction LSMW -> Extras -> Import Projects upload LSMW Project File LSMW_S4H_ZLSMWCVI_BP.TXT

7. PREPARE DATA FIELDS FOR UPLOAD:

Open all Excel Files (Templates), rows 1-4 give you description of fields. After you input all your legacy business partner data into rows 5 onwards in each file, remove rows 2,3,4 and export the file as a tab-delimited text file, retaining the file name but saving to extension .TXT.

In the resulting upload text file, row 1 must contain the field names and row 2 and above contain the data. (Note: since certain fields such as address may have a comma in the field, we do not recommend .CSV files.). Place the upload text files into the same folder (C:\TEMP\BP).

8. ASSIGN INPUT FILES:

Assign input files to LSMW data structure only if your PC upload path is not C:\TEMP\BP). As shown below execute step “Specify Files” in your LSMW Project, and switch into change mode (Ctrl+F1).

For each file, click on the file name to open the “File on FrontEnd: Maintain Properties”.  Click the drop down button of the File field, and select your input file, navigating to the pertaining upload directory of your FrontEnd PC. The other settings should remain as follows -:

• File Contents: Data for One Source Structure (Table)
• Delimiter: Separator Tabulator
• File Structure: Field Names at Start of File
• File Type: With Record End Indicator (Text File)
• Code Page: Code Page ASCII

9. PERFORM INITIAL UPLOAD:

For the creation of new Business Partner records proceed according to standard LSMW process i.e., Read Data, Display Read Data, Convert Data, Display Converted Data and Start Direct Input Program

For each BP, the following input data has to be prepared:

          A. 01_CVIS_BP_GENERAL.xlsx file

               a. Column C BPARTNERGUID field: blank

               b. Column F OBJECT_TASK field: Enter “I” (for Insert)

          B. All input files

               a. Column A RUN_ID field: Enter the BP number for reference across multiple input files.

          C. Single entry for each BP in the following files:

               a. 01_CVIS_BP_GENERAL.xlsx (Mandatory)

               b. 15_CVIS_CUSTOMER_GENERAL.xlsx (Optional)

               c. 22_CVIS_SUPPLIER_GENERAL.xlsx (Optional)

          D. Other required master data files

               a. Multiple entries are allowed for each BP in all other files based on the business requirements.

          E. Not relevant files:

               For the data files not applicable to the business, save the blank file with only the title row into its corresponding txt file without any data.

10. PERFORMING DELTA UPLOADS:

Function module, RFC_CVI_EI_INBOUND_MAIN, called in LSMW BP upload tool only allows changes to existing data in 01_CVIS_BP_GENERAL.xlsx. Besides BP General Data, Customer General Data and Supplier General Data views, additional entries could be added to the existing BP, e.g. telephone numbers, new sales area customer SD data, additional addresses, bank accounts, etc.

For the update of existing Business Partners with changed and/or additional data records proceed as follows:

     A. 01_CVIS_BP_GENERAL.xlsx file

          a. Column C, fieldname BPARTNERGUID: Enter the BP GUID which can be extracted from BUT000 table fieldname BUT000-PARTNER_GUID.

          b. Column F fieldname OBJECT_TASK: Enter “U” (for Update).

          c. Make necessary data changes in this file.

     B. Prepare other input files to add more data views to the existing BP.

NOTE: Files 15_CVIS_CUSTOMER_GENERAL.xlsx and 22_CVIS_SUPPLIER_GENERAL.xlsx can only be uploaded once and cannot be changed by this LSMW tool. The value of the field OBJECT_TASK in these 2 files is ignored by LSMW program.

Thank you,

The S/4 HANA RIG AMERICAS TEAM

(Patrick Fiegl, Michael Foo, Jorge Baltazar & Mahesh Sardesai)