Legacy Data Transfer 

Use

Legacy data transfer is the transfer of existing data from a previous system or from a manually maintained fixed asset card file. The transfer of legacy data is generally the first action after you configure the Asset Accounting (FI-AA) component and classify your assets. This task involves transferring asset master records and transactions from the start of the fiscal year up until you go live. Reconciling the balance sheet accounts takes place later in a separate step.

Below is a brief overview of the different methods for legacy data transfer. For more information, see the documentation for these functions.

Features

The table outlines the options in Asset Accounting for transferring legacy data to your R/3 System:

Transfer Methods

Method

Recommended for …

Constraints

Automatic legacy data transfer using batch input

- Large number of legacy assets (up to approx.  50 000  -  100 000 )

- when it is possible to transfer the assets in a few hours (for example, overnight)

- No retirements when legacy transfer during fiscal year

Automatic legacy data transfer using direct input

Very large number of legacy assets (more than  50 000 )

- No retirements

- No sub-numbers with group assets

The system performs only limited checks.

Automatic legacy data transfer using BAPI

Medium to large number of legacy assets, if retirements should also be transferred

- No group assets

- No investment support

The format is not compatible with batch input/direct input.

Manual legacy data transfer transaction

Small number of legacy assets (individual assets, subsequent maintenance)

 

Legacy data transfer using Microsoftâ Excel

Small and medium number of legacy assets

- No retirements

- No group assets

- No sub-numbers

- No investment support

These statements about which method is best for which amount of data are based on our experience. Actual performance is strongly dependent on your hardware environment and system configuration.

Note that in all cases, the FI General Ledger accounts are not updated. Only the asset master data and line items are updated in Asset Accounting. Therefore, you have to reconcile the balances with the G/L accounts in a separate step.

Activities

Call of transaction and further information

Method

In Customizing for Asset Accounting, choose Asset Data Transfer ®

Additional documentation

Automatic legacy data transfer using batch input

Automatic Data Transfer ® Data Transfer Workbench: Fixed Assets

CA Data Transfer Workbench ® Data Transfer Objects by Application ® FI Financials ® FI-AA - Assets: Data Transfer Workbench

Automatic legacy data transfer using direct input

Automatic Data Transfer ® Data Transfer Workbench: Fixed Assets

FI-AA - Asset Accounting: Data Transfer Workbench

Automatic legacy data transfer using BAPI

Automatic Data Transfer ® Data Transfer Workbench: Fixed Assets

FI-AA - Asset Accounting: Data Transfer Workbench

Manual legacy data transfer transaction

Manual Online Transfer ® Create/Change/Display Legacy Asset

Asset Accounting ® Legacy Data Transfer ® Transfer Methods ® Manual Transfer

Legacy data transfer using Microsoftâ Excel

Legacy Data Transfer Using Microsoftâ Excel

Asset Accounting ® Legacy Data Transfer ® Transfer Methods ® Legacy Data Transfer Using Microsoft â Excel