Work Instruction
Functional Area: Endowments Management / Mass Processing Function
Purpose
The Financial Processor – Endowments will use this procedure to copy or delete instructions for Transaction Authorizations from an existing Business Partner to a range of Business Partners or to a single Business Partner.
Trigger
Perform this procedure when setting up a new endowment pool Business Partner or to revise the Transaction Authorization settings of existing Business Partner(s).
Prerequisites
·  Standing instructions must be set up for the Business Partner(s) to which the settings are to be copied.
·  Verify that standing instructions for the target Business Partners are proper for the settings to be copied from the source Business Partner.
Menu Path
Use the following menu path to begin this transaction:
·  Select AccountingCorporate Finance ManagementBusiness PartnerSpecial FunctionsStanding InstructionsMass Processing Function to go to the Standing Instructions: Mass Processing Functions screen.
Transaction Code
TBSI_TOOLS
Helpful Hints
·  The R/O/C column in the field description tables below defines whether the field is required (R), optional (O), or conditional (C).
·  On certain screens you may have to scroll to view some data entry fields.
Work Instruction
Functional Area: Endowments Management / Mass Processing Function
Procedure
1. / Start the transaction using the menu path or transaction code.
Standing Instructions: Mass Processing Functions

2. / Click in the Standing instructions for transact. authorizations section.
/ The Delete function is not used.
Standing Instructions for Transaction Authorizations: Copy Function

3. / As required, complete/review the following fields:
/ Field / R/O/C / Description /
Company Code / Required / Organizational unit within Financial Accounting
Example:
UC
Business Partner / Required / An organization, individual or group of individuals in which you have a business interest, or with whom you maintain a business relationship
Example:
AP00L
Company Code / Required / Organizational unit within Financial Accounting
Example:
UC
Business Partner / Required / An organization, individual or group of individuals in which you have a business interest, or with whom you maintain a business relationship
Example:
BP00L
4. / Select to the left of Test Run.
/ This will allow you to test your results before applying the changes.
5. / Click .
Standing Instructions for Transaction Authorizations: Copy Function (2)

6. / Review the displayed information to verify that the test run was successful.
/ If your test run was unsuccessful, examine the error message to determine what corrective action must be taken. When you have resolved errors, return to step 1 and proceed.
7. / Click .
Standing Instructions for Transaction Authorizations: Copy Function (3)

8. / Deselect to the left of Test Run.
9. / Click .
/ The system displays the message, "Changes Have Been Saved."
10. / Click until you return to the SAP Easy Access screen.
11. / You have completed this transaction.
9/18/2017
Ver: / 45_EM_TBSI_TOOLS_MassProcessingFunction_0_Endow_05.udc
© University of Cincinnati / 5/6
Work Instruction
Functional Area: Endowments Management / Mass Processing Function
Result
You have copied Transaction Authorizations from the source to the target Business Partner(s).
Comments
None
9/18/2017
Ver: / 45_EM_TBSI_TOOLS_MassProcessingFunction_0_Endow_05.udc
© University of Cincinnati / 6/6