Defining Source Filter Options for SAP Accounts Receivable (AR) Adapter

Before executing a data load rule using a SAP source adapter, you are required to have generated the Import Format’s ODI Scenario. Once the ODI Scenario exists in the Execution Repository, you can execute the data load rule any number of times.

  To define the source filter options for a SAP AR Adapter:

  1. On the Workflow tab, under Data Load, select Data Load Rule.

  2. In Data Load Rule, select a data load rule or click Add.

  3. Select the Source Options tab.

  4. Specify the Amount Type.

    If the Flow Check field is set to Open, then available values for the Amount Type are:

    • PTD for Period to Date balances

    • YTD for Year to Date balances

    If the Flow Check field is set to Cleared, then available values for the Amount Type are:

    • PTD for Period to Date balances

    • YTD for Year to Date balances

    If the Flow Check field is set to All and the Special GL Transactions field is set to NO, then available values for the Amount Type are:

    • PTD for Period to Date balances

    • YTD for Year to Date balances

    If the Flow Check field is set to All and the Special GL Transactions field is set to Yes, then the available value for the Amount Type is YTD for Year to Date balances.

  5. Specify the Company Code.

    Specify the company code in four characters or less using alphanumeric characters.

  6. Specify the Currency Type.

    Specify 10 for the company code currency and 00 for transaction currency.

  7. Specify the Flow Check.

    In Flow Check, specify Open to load open items balances, Cleared to load cleared Items balances, or All to load all items balances.

  8. Specify the Special GL Transactions.

    By default special GL balances are not loaded. Consequently, set to NO. When special GL transactions balances need to be loaded, specify YES.

  9. Specify the Trading Partner option.

    Specify Yes when trading partner balances need to be loaded. Otherwise, set to No.

  10. Specify the Customer.

    Specify the Customer in ten characters when the balance is required for a specific customer. Otherwise, set to blank.

  11. Specify Customer Details.

    Specify Yes to include the customer details. Otherwise, specify No.

  12. Click Save.