Setup | Export subset of setup data

Hi, my name is Dee. In this video, I’ll show you how to export a subset of setup data from an offering or functional area. You will need the Application Implementation Consultant role to perform this activity.

Your company deployed Financials with some legal entities a while ago. Recently you introduced a new legal structure that needs to deploy to production. To start, go to Setup and Maintenance in your test environment.

Click Setup and Maintenance.

Choose the Financials offering.

Click the Setup drop-down list and select Financials.

Select Legal Structures and create a new export setup data process.

In the Legal Structures row, click the Actions menu and select Export > Create New.

Since the last import of Legal Structures functional area into your production environment, you know for certain which setup data has changed and which haven’t. You plan to migrate only the data that has changed.

Highlight the configuration package details.

Therefore select All from the Show filter and uncheck the export column of all business objects whose data you want to exclude from my export. Keep in mind that if any setup data of the business objects you exclude are prerequisites for importing other business objects, then your import might fail if the prerequisite data is missing from the production environment.

Click the Jurisdiction Function and deselect the Export checkbox.

If the export service associated with any business object you are excluding also exports other business objects, you get a warning that setup data for those other business objects will not be exported either. If you select yes, Export checkboxes of those other business objects will be unchecked as well.

Highlight the message and then click Yes. Exclude other objects from Application Profile value thru Tax Authority Tax Profile.

Once you have completed selection of the business objects to export, submit the process.

Click Submit.

Monitor the status of the process until it shows as Completed, then click on the status to view the results.

Highlight the status. Then highlight values in the Summary section.

The setup data was exported excluding the selected business objects. The business objects that you excluded from the export process are listed under Manual Task and the Reason is shown as ‘Excluded by user’.

Highlight Reason Excluded by user in the Manual Tasks section. Highlight the Total Objects for External Loading.

You can also download the Manual Task Report and use it during import as a reference of the business objects that you excluded from the exported configuration package.

Click Actions and select Download > Manual Tasks Report.

Here is how the Manual Tasks Report displays the list of the business objects you excluded during export.

Highlight the Reason and the Perform Recommended columns.

Thanks for watching.