Functional Area: Project Systems / Perform Mass Change
Purpose
Use this procedure to make large scale changes to master data simultaneously.
Trigger
Perform this procedure when large scale changes to master data are necessary such as an accountant needing to be replaced with a new accountant due to a resignation.
Prerequisites
Master data must exist in the system.
Menu Path
Use the following menu path to begin this transaction:
- Select AccountingProject SystemBasic DataToolsMass ChangeExecute to go to the Mass Changes in the Project System screen.
CNMASS
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.
- Utilizing the dynamic selection may be the most efficient method of completing a mass change in certain situations. This method is shown in this document.
- Save the log that displays the changes to the master data for future reference in case the mass change has to be reversed.
- Take caution when executing a mass change because there is not an undo function.
Work Instruction
Functional Area: Project Systems / Perform Mass Change
Procedure
1. / Start the transaction using the menu path or transaction code.
Enter profile
2. / Perform one of the following:
If / Go To
This window appears / Step 3
This window does not appear / Step 5
3. / As required, complete/review the following fields:
Field / R/O/C / Description
Database prof. / Required / Key identifying a profile for selecting data from the database; This is the Project information system profile
Example:
000000000001
Click to select database profile from drop-down list. Choose the “Standard selection (structure).” See comments section for an example of the drop-down box.
Click to save Database prof to the user’s profile in order to bypass selecting this profile each time.
4. / Click .
Mass Changes in the Project System
5. / As required, complete/review the following fields:
Field / R/O/C / Description
Project / Required / A business undertaking involving a predetermined goal to achieve with prescribed funds and operating resources, to an agreed level of quality, and by a particular date
Example:
98052
Enter the desired project definition or range of project definitions or choose from the match code. This field is required when the WBS element field is not utilized.
Unlabeled field (to the right of the Project field) / Required / This is the project to field
Example:
01031
Use this field to enter a range of project definitions.
WBS Element / Required / Work Breakdown Structure Element
Example:
01031Z10
Enter the desired WBS element or range of WBS elements or choose from the match code. This field is required when the project field is not utilized. The wildcard character ‘*’ can be used to select all WBS elements.
Unlabeled field (to the right of the WBS Element field) / Required / This is the WBS Element to field
Example:
01031Z40
Use this field to enter a range of WBS elements only if necessary. If the wildcard character was used, then leave blank.
Network/order / Required / Number which identifies an order within a client
Example:
N/A
This field will not be used.
Activity / Required / Separate step within an operation; Different types are assigned to the various activities; Examples of activities include: Example, Production, Set up, Tear down, Maintenance
Example:
N/A
This field will not be used.
Level / Optional / Hierarchical level of element in the WBS
Example:
1
Enter the level of WBS elements to be changed.
Unlabeled field (to the right of the Level field) / Optional / This is the Level to field
Example:
2
Use this field to enter a range of levels.
6. / Click to further define the criteria by Dynamic Selections.
Mass Changes in the Project System (2)
7. / Click to choose additional criteria for search.
8. / Click .
Mass Changes in the Project System (3)
9. / Click .
Mass Changes in the Project System (4)
10. / As required, complete/review the following fields:
Field / R/O/C / Description
Applicant no. / Required / 8 character identifier that defines the number of the accountant assigned to the project
Example:
10000012
Click to select Applicant no. from drop-down list. See comments section for an example of the drop-down box.
11. / Click .
Mass Maintenance: Field View
12. / Click the tab.
Select fields
13. / Click to the left of the appropriate field(s).
14. / Click to select the field(s) to be changed.
Select fields (2)
15. / Click .
Mass Maintenance: Field View (2)
16. / As required, complete/review the following fields:
Field / R/O/C / Description
New value / Required / Used in the mass update functionality to specify the required new field value for the mass update of SAP data objects
Example:
10000008
Enter the new value that will replace the old value. Click to select from a drop-down list.
Replace only / Optional / Used in the mass update functionality to specify the data that should be updated (replaced with a new value) according to the mass update specifications defined
Example:
N/A
Select this indicator to replace one data element with another. This is another option to complete a mass change other than the dynamic selection method.
Unlabeled field (to the right of Replace only indicator) / Optional / Used in the mass update functionality to specify the required replacement field value for the mass update of SAP data objects
Example:
10000012
Enter the old value which will be replaced. Replace only indicator must be selected.
17. / Click .
Mass Maintenance: Field View (3)
18. / Click to test changes before actually saving them.
Mass change: Display log
19. / Click .
/ This report displays the WBS elements that will be changed.
Mass Maintenance: Field View (4)
20. / Click .
Warning
21. / Click .
Information
22. / Click .
Mass change: Display log (2)
23. / Click .
Mass change: Save log
24. / Click .
Mass Maintenance: Field View (5)
25. / Click .
Mass Changes in the Project System (6)
26. / Click until you return to the SAP Easy Access screen.
27. / You have completed this transaction.
9/11/2017
Ver: / 28_CNMASS_PerformMassChange_0_ProjectCreationandManagement_02.udc
© University of Cincinnati / 1/15
Work Instruction
Functional Area: Project Systems / Perform Mass Change
Result
You have executed a mass change of WBS element master data. In this example, an Applicant no. was changed on several WBS elements.
Comments
None
9/11/2017
Ver: / 28_CNMASS_PerformMassChange_0_ProjectCreationandManagement_02.udc
© University of Cincinnati / 1/15