Defining Source Filter Options for SAP Adapters

SAP Integration Process Background

Oracle Data Integrator creates an ABAP program to extract the data from SAP into a file and then transfers the file to a FTP Server or Shared File system. The ABAP program is generated based on the mappings in the import format and options defined in the rule. The ABAP program is created and uploaded to SAP system when you run a data load rule. In the SAP deployment, ABAP programs are created and modified in a development environment, and locked from modification in the production environment.

In order to support this requirement, ODI provides an option UPLOAD_ABAP_CODE in the SAP Load Knowledge Module. This option is set to “Yes” in a development environment, and “No” in a production environment. The ABAP programs are transferred from development to production using SAP Transport requests.

Because the ABAP code that is run in a production environment is not modified, users should create the import format in the exact format as the development environment. In addition there are options in the data rule that impact the logic of the ABAP program. These options must be set to the same value as they are set in the development environment. Changing these options in the data rule in a production environment does not have any impact on the extraction process. If changes are required to these options, make them in the development environment and the ABAP code transported to the production environment. The options that impact the ABAP code generation are noted in the SAP adapter sections.

Defining Source Filter Options for the SAP_FDM_GLBALANCES_CLASSICS 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 the SAP_FDM_GLBALANCES_CLASSICS adapter:

  1. In Include Account Description, select one of the following:

    • Yes—include the GL Account description

    • No—include all other conditions

    Impacts ABAP program

  2. In Amount Type, select one of the following:

    • PTD—Period to Date

    • YTD—Year to Date

    No impact on ABAP program

  3. In Company Code, specify the company code in four characters or less using alphanumeric characters.

    No impact on ABAP program

  4. In Currency Type, specify one of the following types:

    • 00—Transaction currency

    • 10—Company code currency

    • 30—Group currency

    No Impact on ABAP program

  5. In Language, specify the language code in two characters or less, using uppercase characters.

    For example, specify “EN” for English.

    Refer to the SAP documentation for the language code.

    No impact on ABAP program

  6. In Ledger, specify the ledger code in two characters or less using alphanumeric characters.

    No impact on ABAP program

  7. In Record Type, select one of the following record types:

    • 0—Actual

    • 1—Plan

    Impacts ABAP program

Defining Source Filter Options for the SAP_FDM_GLBALANCES_NEW 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_FDM_GLBALANCES_NEW adapter:

  1. In Amount Type, select one of the following:

    • PTD—Period to Date

    • YTD—Year to Date

    No impact on ABAP program

  2. In Company Code, specify the company code in four characters or less using alphanumeric characters.

    No impact on ABAP program

  3. In Currency Type, select one of the following types:

    • 00—Transaction currency

    • 10—Company code currency

    • 30—Group currency

    • 40—Hard currency

    • 50—Index based currency

    • 60—Global company currency

    No impact on ABAP program

  4. In Include Account Description, select one of the following:

    • Yes—include the GL Account description

    • No—include all other conditions

    Impacts ABAP program

  5. In Language, specify the language code in two characters or less, using uppercase characters.

    For example, specify “EN” for English.

    Refer to the SAP documentation for the language code.

    No impact on ABAP program

  6. In Ledger, specify the ledger code in two characters or less using alphanumeric characters.

    No impact on ABAP program

  7. In Record Type, select one of the following record types:

    • 0—Actual

    • 1—Plan

    No impact on ABAP program

Defining Source Filter Options for the SAP_FDM_COST_CENTER Adapter

Before executing a data load rule using a SAP source adapter, you are required to have generated the Import Format’s ODI Scenario. When 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_FDM_COST_CENTER adapter:

  1. In Activity Type, select one of the following:

    • Yes—include the activity type

    • No—exclude the activity type

    Impacts ABAP program

  2. In Activity Type Description, select whether to include or exclude the activity type description:

    • Yes—include the activity type description

    • No—exclude the activity type description

    Impacts ABAP program

  3. In Amount Type, select one of the following:

    • PTD—Period to date balances

    • YTD—Year to date balances

    No impact on ABAP program

  4. In Controlling Area, specify the controlling area in four characters or less using alphanumeric characters.

    No impact on ABAP program

  5. In Include Cost Element Description, select whether to include the cost element description:

    • Yes—include the cost element description

    • No—exclude the cost element description

    Impacts ABAP program

  6. In Currency Type, select one of the following:

    • 20—Controlling Area currency

    • 00—Transaction currency

    • 70—Cost Center currency

    • (blank)—leave blankwhen the Quantity filter is Yes or the Activity Type filter is Yes.

    Impacts ABAP program

  7. In Flow Check, select one of the following:

    • External—load external balances

    • Internal—load internal allocations

    Impacts ABAP program

  8. In Language Code, specify the language code in two characters or less, using uppercase characters.

    For example, specify “EN” for English.

    No impact on ABAP program

  9. In Ledger Code, specify the ledger code in two characters or less using alphanumeric characters.

    No impact on ABAP program

  10. In Statistical Key Figure, select to extract statistical key figure totals:

    • Yes—extract the data for Statistical key figure totals

    • No—extract data for activity type totals

    Impacts ABAP program

  11. In Group Code, select one of the following group codes:

    For external balances, select:

    • 0101—data extracted is for the Cost Center Group

    • 0102—data extracted is for the Account Group

    For internal balances, select:

    • 0101—data extracted is for the Cost Center Group

    • 0102—data extracted is for the Account Group

    • 0104—data extracted is for the Statistical Key Figure Group

    • 0105—data extracted is for the Account Group

    • (Null)—no grouping is required

    Impacts ABAP program

  12. In Value Type, select one of the following:

    • 04—Actual

    • 01—Plan

    No impact on ABAP program

Defining Source Filter Options for the SAP_FDM_PROFIT_CENTER 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_FDM_PROFIT_CENTER adapter:

  1. In Amount Type, select one of the following:

    • PTD—Period to date balances

    • YTD—Year to date balances

    No impact on ABAP program

  2. In Controlling Area, specify the value for the controlling area.

    No impact on ABAP program.

  3. In Currency Type, select one of the following:

    • 10—Company code currency

    • 00—Transaction currency

    • 70—Profit Center currency

    • (blank)—Select blank when Quantity is set to YES.

    No impact on ABAP program

  4. In Dummy Prctr, select:

    • Yes—include balances related to the dummy profit center.

    • No—include other conditions.

    No impact on ABAP program

  5. In Language, select the language code in two characters or less, using uppercase characters.

    For example, specify “EN” for English.

    No impact on ABAP program

  6. In Ledger, select the ledger code in two characters or less using alphanumeric characters.

    No impact on ABAP program

  7. In Statistical Key Figure, select to extract statistical key figure totals:

    • Yes—extract the data for Statistical key figure totals

    • No—extract data for activity type totals

    Impacts ABAP program

  8. In Group Code, select one of the following group codes:

    • 0106—Profit Center Group

    • 0109—Account Group

    • (blank)—no group is required

    Impacts ABAP program

  9. In Record Type, select one of the following types:

    • 0—Actual

    • 1—Plan

    No impact on ABAP program

Defining Source Filter Options for the SAP_FDM_CUSTOMER_BALANCES 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_FDM_CUSTOMER_BALANCES adapter:

  1. In Amount Type, select one of the following:

    • PTD—Period to date balances

    • YTD—Year to date balances

    No impact on ABAP program

  2. In Company Code, specify the company code in four characters or less using alphanumeric characters.

    No impact on ABAP program

  3. In Currency Type, select one of the following:

    • 10—Company code currency

    • 00—Transaction currency

    No impact on ABAP program

  4. In Customer, select the customer code in ten characters when the balance is required for a specific customer.

    Otherwise, set to blank.

    No impact on ABAP program

  5. In Customer Details, select to include customer details:

    • Yes—include customer details

    • No—exclude customer details

    Impacts ABAP program

  6. In Flow Check, select one of the following:

    • Open—load open item balances

    • Cleared—load cleared item balances

    • All—load all item balances

    Impacts ABAP program

  7. In Special GL Transactions, select one of the following:

    • Yes—load special General Ledger balances

    • No—load other balances

    Impacts ABAP program

  8. In Trading Partner, select to include trading partner balances:

    • Yes—load trading balances

    • No—load other conditions

    No impact on ABAP program

Defining Source File Options for the SAP_FDM_VENDOR_BALANCES 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 the SAP_FDM_VENDOR_BALANCES adapter:

  1. In Amount Type, select one of the following:

    • PTD—Period to date balances

    • YTD—Year to date balances

    No impact on ABAP program

  2. In Company Code, specify the company code in four characters or less using alphanumeric characters.

    No impact on ABAP program

  3. In Currency Type, select one of the following:

    • 10—Company code currency

    • 00—Transaction currency

    No impact on ABAP program

  4. In Flow Check, select one of the following:

    • Open—load open item balances

    • Cleared—load cleared item balances

    • All—load all item balances

    Impacts ABAP program

  5. In Special GL Transactions, select one of the following:

    • Yes—load special General Ledger balances

    • No—load other balances

    Impacts ABAP program

  6. In Trading Partner, select to include trading partner balances:

    • Yes—load trading balances

    • No—load other conditions

    No impact on ABAP program

  7. In Vendor, specify the vendor code in ten characters when the balance is required for a specific vendor.

    Otherwise, set to blank.

    No new ABAP code is uploaded for this filter.

  8. Specify Vendor Details, select whether to include vendor details:

    • Yes—include vendor details

    • No—exclude vendor details

    No impact on ABAP program